Our Services

Divorce/Widow Planning

This new stage of life should consist of someone who will listen and is a trustworthy source of guidance.

A change in lifestyle, a change in partnership, and a change in pursuit.

The loss of a spouse through death or divorce often leads to fear and uncertainty. A single income, separate retirement assets, the sale of a residence, caring for children… the concerns seem to be never ending. This major change in your life should be led by someone who truly has your best interest at heart. This is an opportunity to rebuild and re-stabilize your life moving forward. Gaining a strong hold on your finances is absolutely necessary and while navigating these challenging times seems to be impossible, our goal is to guide you on a path to much greater relief.

Separation of retirement accounts, investment accounts, real estate, life insurance, alimony, etc.

Take advantage of the day and all that it consists of. Tomorrow will be better because you chose to act now.

Estate Planning

Ensuring your assets are left to those who matter most will provide the relief you’re in search of. Proper titling of assets, investment allocation, and tax planning strategies are all necessary to transfer assets in the most efficient manner. We know your goal is to provide as much as possible for your loved ones, which is why Park Lane partners with your attorney to achieve the optimal estate plan. Your beneficiaries will thank you.

Investment Management

Investing is a scary word for many, but it’s a golden opportunity for others. This all depends on perspective. Whether you inherited assets, received money from a legal settlement, are a disciplined saver, or are just getting started, it’s important to know how to manage market risk. At times, with risk comes reward, but lets break it down…Since a guaranteed return is near impossible to commit, understating risk tolerance, liquidity needs, tax consequences, and investment preferences is a great way to dive into the world of investing. Understanding what to own and why is exactly what we’re to help with. Book a call to learn how Park Lane will help manage your account.

Insurance Planning

Financial advisory is often associated with life insurance. While this is something that may be appropriate for your situation, there are two major types of insurance that are often overlooked that have a major impact on your overall financial health.

Disability Insurance and Long-Term Care insurance. Being properly insured allows for greater financial security for both you and your beneficiaries by protecting the assets you intend to pass on. Understanding the benefit of each type of insurance and the requirements of using them appropriately can be very detail oriented and should be reviewed according to your circumstance.

Insurance is not an investment. Insurance is a form of protection. What would happen to your assets if you required disability or long-term care today? What would happen to your family if your world crashed today?

Retirement Planning

You’ve been saving and investing, and now is the time to review your plan to be certain that once you step away from your career, you won’t need to go back. Our goal is to fully understand your income, assets, and debt to develop a strategy that allows you to step into retirement with confidence. Understanding when to use specific assets, when to claim social security and when to collect your pension all depend on one thing…you. Let’s plan together to achieve the retirement you deserve. Click the “Get Started” button to schedule your first meeting or “Get In Touch” using the message section at the bottom of the page.

Retirement Plans for Businesses

Talent is difficult to come by these days, let alone retain. One great tool proven to be successful in retaining talented employees is offering a retirement plan through your business. The plan benefits both the employer and employee by offering possible tax deductions, increased employee retention, additional savings for personal retirement, and the opportunity to grow your business.

We serve self-employed individuals and small businesses (less than 100 employees) in establishing and maintaining 401(k)’s, SEP IRA’s, SIMPLE IRA’s, Traditional IRA’s and Roth IRA’s.

Ask us about establishing a retirement plan for your business today!

Education Planning

The opportunity to learn is a gift in itself. The ability to provide an education for your loved ones in a cost-effective manner makes the benefit of learning that much more valuable. Your contribution to their education comes right back around with potential tax benefits and the opportunity to watch your family develop thanks to your generosity.

There are more options thank you may think! Schedule an appointment to learn how you can plan for education today.

Tax Planning

Tax planning pivots from filing tax returns to understanding how and when to use your assets efficiently. Our client-planner partnership is designed to offer guidance on how to minimize taxes as you plan to retire and even when passing assets to the next generation. From proper asset allocation to charitable giving, there are plenty of ways to preserve your hard-earned assets (real estate, investment accounts, retirement savings, etc.) through proper tax planning. A CFP^®️professional is here to help you plan for yourself, your loved ones, and generations to come. The path to generational wealth begins here.