In professional sports, elite athletes rarely attempt a crucial play without first talking it over with one of the coaches standing ready on the sidelines. Yet, according to a Gallup poll, 70 percent of Americans make crucial financial decisions without professional guidance, and only a third have a long-term financial plan.
Whether in sports or in life, a good coaching staff directs, challenges and encourages each player to achieve the goal. Likewise, C.F. Parks offers a comprehensive level of service for those who need a master Financial Game Plan. We call it life design. C.F. Parks provides the counsel and expertise needed to formulate your personal financial strategy.
Each of our Wealth Management programs begin by identifying the essence of your values and answers the question: What's most important in your life?
Wealth Management
Financial Opportunities
Our financial planning team looks at all aspects of your financial picture—on an ongoing basis—to identify opportunities to:- Maximize cash flow
- Reduce taxes
- Prepare income tax
- Plan for education for your children or grandchildren
- Plan your retirement
- Plan your estate
- Direct asset allocations
- Analyze employee benefits
- Analyze and resolve debt
- Protect your assets
- Provide capital needs analysis
- Review insurance needs
- Improve financial relationships and returns
An All-Inclusive Approach
We coordinate the needed services, including attorney referrals, assistance with appropriate document preparation such as wills, powers-of-attorney, living wills, or designing a trust using a survivor needs analysis. When desired, we prepare income tax returns for our clients and offer strategies for reducing taxes. We are available to review your insurance needs and to recommend needed insurance plans including life, long-term care or critical care.
What's Most Important in your life?
C.F. Parks can help you manage life's financial dreams. The first step toward financial success is to create a clearly defined financial plan. Let's begin today.
Financial Roadmap
This program is a limited version of our Wealth Management program and is designed for clients who do not need the full range of services. Financial planning services, including tax and insurance reviews are included, as well as comprehensive investment management.
Investment Roadmap
This program is geared mainly toward clients who are seeking investment advice and counseling and need very limited financial planning services. We primarily act as investment advisors and financial plan coaches.
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