Financial Planning
You work hard for your money, and you deserve to be long-term successful with it. At Park 64 Capital, we understand your life goals don’t stop at 5pm on a Friday. Our strong work ethic and family-like approach to planning make us the perfect choice for any household who values being heard and getting results.
The financial planning process at Park 64 Capital is personal, dynamic, and goal-oriented. Our professional advice varies based on household needs but typically includes:
Traditional investing (e.g. stocks, bonds)
Retirement (individuals and small business)
Cash flow, budgeting, and debt management
Taxes
Trusts
Home Buying
Rental real estate
Incentive stock options
College savings
Insurance
Social Security
Estate
Our comprehensive planning process integrates your most important financial accounts, including:
401(k), 403(b), 457(b), and TSP accounts
SEP-IRAs and Solo 401(k) plans
Traditional IRAs and Roth IRAs
Taxable brokerage accounts
Trusts
Health savings accounts (HSAs)
529 college savings plans