We are here to help you:
Enjoy a higher success rate than doing it on your own
Have "Permission" to Do the Things That Are Most Important to You
Wisely spend your money to make the most of your prime retirement years
You Don’t Have to Be a Financial Expert to Retire Well
Planning for retirement can be overwhelming. You might feel:
Unsure about how the financial pieces should come together for a comfortable retirement
Concerned that you are neglecting important details
Worried you’ll have to downsize your retirement dreams
We understand that you have better things to do than become an expert in retirement planning. We believe you should be able to trust a professional to handle the planning so you can focus on enjoying your life to the fullest.
We Help Make Sense of Your Retirement Picture
Our goal is to help you:
Get Organized
Your finances will finally be coordinated and easy to understand.
Make Progress
Know where you want to go and how to get there.
Spend Comfortably
Enjoy your retirement splurges without worrying you’ll run out of cash.
We Understand How Overwhelming Retirement Planning Can Be
We customize a financial blueprint to help build and implement your plan’s retirement strategies.
All of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals to help align your money with your goals.
With Enrolled Agents on the team, we provide tax-centered planning.
A Financial Framework for the Retirement You Desire
Planning for retirement can be overwhelming, with numerous financial pieces to manage. Many people worry about making wrong decisions that will prevent them from enjoying their retirement dreams. At Parkshore Wealth Management, we help you find clarity about your money and help create a financial blueprint for a rewarding, sustainable lifestyle in retirement.
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We are an independent Registered Investment Advisor serving couples and individuals from our offices in Granite Bay and Folsom, CA, and Lehi and Levi, UT. We are dedicated to helping our clients get excited about retirement with comprehensive financial planning and investment management. Working with you, we help you:
- Confidently select a retirement date
- Create a comprehensive blueprint so you can quit worrying about mistakes
- Know how much you can splurge on and still live comfortably
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 an individual or couple preparing for retirement
Seek professional financial advice so you can feel confident about your future
Want an ongoing relationship with a financial advisor to help you stay on track for retirement while managing your assets 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 about making mistakes by planning your retirement on your own? Take the first step to have financial professionals handle the planning so you can enjoy your retirement to the fullest. Schedule an introductory chat today.
