Parks Capital's Role in Your Financial Life

This chart outlines all the ways we can add value and peace of mind to your financial life.
Financial Planning
Creation of Comprehensive Financial Plan
Annual Plan Review & Update
Social Security Planning
IRA Conversion & Contribution Planning
Financial Debt Management Planning
Portfolio Management
Asset Allocation Planning
Securities Selection & Monitoring
No Transaction Cost Trading
Fiduciary Responsibility
Risk Management via Micro Strategies
Quarterly Reviews of Performance and Market Conditions
Tax & Estate Planning
Review of Cost Basis
Review Realized Gain
Tax Loss Harvesting
Carry Forward Losses
Beneficiary Planning & Implementation
Working with your Attorney & CPA
Cash Management & Budgeting
Review of Budgets on Annual Basis
Management of RMD Requirements
Monthly Distribution Management
Cash Harvesting Strategies
Tax Withholding on Distribution

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