Park 10 Financial, LLC
Financial Services - Houston, TX, US
Park 10 Financial, LLC Employees
Park 10 Financial, LLC Senior Management
Park 10 Financial, LLC Details
**Park 10 Financial is the umbrella you need to weather the market**As a Registered Investment Adviser with the State of Texas, our Advisory Services include:Investment Management ServicesFinancial PlanningBusiness PlanningCollege SavingsEmployee Benefits OptimizationInsuranceRisk Management-Investment Management Services: Manage individually tailored investment portfolios. We provide continuous advice to a client regarding the investment of funds based on the individual needs. During our data-gathering process, we determine the client's individual objectives, time horizons, risk tolerance, and liquidity needs. -Financial Planning: Financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. These areas may include, but are not limited to, the following:• Business Planning: Consulting services for clients who currently operate their own business, considering starting a business, or are planning for an exit from their current business. We work with you to assess your current situation, identify your objectives, and develop a plan aimed at achieving your goals.• College Savings: Includes projecting the amount needed to achieve college education funding goals along with advice on ways to save the desired amount. • Employee Benefits Optimization: If you are an employee, we provide review and analysis to determine if you are taking the maximum advantage possible of your benefits. If you are a business owner, we will consider and/or recommend the various benefit programs that can be structured to meet both business and personal retirement goals.• Insurance: Review of existing policies to ensure proper coverage for life, health, disability, long-term care and liability.• Risk Management: Includes an analysis of exposure to major risks such as premature death, disability, property and casualty losses, or the need for long‐term care.
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