Construction

CONSTRUCTION

CONSTRUCTING A FINANCIAL PLAN FOR YOUR LIFE

At Parkshore Wealth Management, we think of ourselves as the architects of your financial future. Our job is to take the various pieces of your financial life and put them together in a way that works for you. We invest our time and knowledge so that we can construct a financial plan that benefits you over the long term.

“Wealth is the ability to fully experience life.”

— Henry David Thoreau

SERVICES

Our goal is to look at all the different wealth management issues you face, so that we can construct a complete financial blueprint for your life. By providing a wide variety of services under one roof, we help you simplify your finances and create a better plan for the future.

OUR SERVICES INCLUDE:

  • Personal, fee-only financial planning
  • Tax planning and preparation
  • Cash flow planning and management
  • Investment policy statements
  • Retirement, tax and estate planning strategies
  • Asset allocation model construction
  • Disciplined portfolio management
  • Retirement plan rollover guidance
  • Advice about stock options
  • Second opinion on your current investment portfolio or financial plan
  • Resources on many other financial subjects to promote financial wellness