We are here to help you:
Enjoy a Higher Success Rate Than Doing It on Your Own
Have "Permission" to Do the Things Most Important to You
Confidently Spend Money to Make the Most of Your Prime Retirement Years
You Don't Need to Be a Specialist in Your Finances
As a medical professional with the Kaiser hospital system, you may feel:
Unsure about how all the financial pieces, including your Kaiser compensation and benefits, come together for retirement
Concerned that you are neglecting crucial details
Worried you will have to downsize your retirement lifestyle
We get that you're a specialist in your career and you're not needing to develop an expertise in finance too. We believe you should be able to sub out your finances to a specialist whose advice you trust.
Make Sense of Your Retirement Picture
Our goal is to help you:
Get Organized
Your finances will finally be coordinated and make sense.
Make Progress
Know where you want to go and how to get there.
Spend comfortably
Retire comfortably without worrying you'll run out of money.
We Understand How Frustrating Managing Your Complex Finances on Your Own Can Be
We take a deliberate, evidence-based approach to investing and financial planning to help you confidently diagnose and course-correct issues with your finances.
All of our advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to help align your money with your goals.
With Enrolled Agents on the team, we provide tax-centered planning.
We Help Arrange the Financial Puzzle Pieces on Your Behalf
For Kaiser medical professionals, it is stressful trying to understand how all the financial pieces, including your compensation and benefits, come together for a financially secure retirement. At Parkshore Wealth Management, our deliberate, evidence-based approach to investing and financial planning arranges the puzzle pieces on your behalf to help create the comfortable retirement picture you want to achieve.
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We are an independent Registered Investment Advisor working with doctors and nurses in the Kaiser system who want to sub out their finances to a "specialist." We work with you to help:
-Give you clarity on your ability to retire
-Filter out the noise and focus on what's important to you
-Confidently spend money on your retirement dreams
Our services include:
-Personal, fee-only financial planning
-Tax planning and preparation (additional fees may apply)
-Cash flow planning and management
-Retirement, tax, and estate planning strategies
-Disciplined portfolio management
-Asset allocation model construction
-Retirement plan rollover guidance
-Advice about stock options
-Resources on many other financial subjects to promote financial wellness
-Second opinion on your current investment portfolio or financial plan
Here’s How to Work with Us
STEP 1
Schedule a Free Consultation
We get to know you and your goals and discuss how we may be able to support you.
STEP 2
Establish the relationship
You decide whether we’re a good fit for each other and if you would like to move forward.
STEP 3
Receive a Framework
We start building the tools that help you live a great life today and tomorrow.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are a medical professional in the Kaiser hospital system
Are seeking confidence you can enjoy an occasional splurge in retirement without worrying you'll run out of money
Need to know how all the financial pieces, including your Kaiser compensation and benefits, come together for retirement
Want an ongoing relationship with a financial advisor to help you confidently diagnose and course-correct issues with your finances while managing your investments at the same time
Have investable assets of more than $500,000
Take the First Step—Schedule a Chat
Are you ready to stop worrying you're missing crucial details and will have to downsize your retirement lifestyle? Take the first step to work with an advisor who will arrange your financial puzzle pieces to help create the comfortable retirement picture you want to achieve. Schedule an introductory chat today.
