Financial Planning Services We Provide 

Prepare for your financial future with Park Place Financial in Bellaire, Texas. We want to help you safeguard your money and maximize your wealth. At Park Place Financial, we customize our services for your distinct needs to help you meet your short and long-term goals. 

Our Services 

Our comprehensive financial planning services include: 

Retirement Planning

For retirement planning, we take a holistic approach to help you have the financial freedom you desire after leaving the workforce. This includes analyzing tax-deductible contributions and tax-deferred earnings. Our team works diligently to be a good steward of your investment portfolio, helping to manage risks, and acting as a fiduciary on your behalf. We understand you’re not just another face in the crowd, you have real goals to achieve, and we’re here to help. 

Investment Planning

We want your money to work for you. At Park Place Financial, we provide access to a broad selection of help and resources for investment planning which includes stocks, bonds, mutual funds, ETF’s, and more. In our analysis, we can decide together whether the best approach for you is conservative "value investing" or a high-risk/high-return strategy like growth or small-cap investing. Our approach is collaborative to ensure your confidence in the investment strategy utilized. 

Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. No investment strategy can guarantee a profit or protect against loss.

Income Tax Planning

We can help you evaluate your income tax returns from previous years to analyze where the bulk of your tax burden resides. Don’t pay more taxes than you're legally obligated to. We want you to enjoy your earnings which is why we’ll help craft a strategy around your 401k account, IRA, FSA, HSA, stocks, dividends, or capital gains.

Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional. 

Estate Planning

Our in-house estate planning team can guide you through the different elements of this journey, such as assisting in: 

  • Living and testamentary wills
  • Trusts
  • Advance medical directives and powers of attorney

We can help ensure your beneficiaries get the most from your assets by keeping your estate up to date. Don’t leave your legacy in anybody’s hands, receive our straightforward guidance and advice to help plan your estate assuredly. 

Health Care Planning

As we age, healthcare planning is going to become a crucial step in maintaining your financial stability. Plan for unexpected medical emergencies and potential long-term facilities with our assistance. We can decide the best approach for savings by weighing out health savings accounts (HSA) contributions or flexible spending arrangements (FSA). With the help of our team, we will help you identify the most cost-effective way to pay for your long-term health. 

Schedule a Complimentary Consultation

Ready to start your financial planning? Schedule a complimentary consultation with one of our financial planners at no cost to you. Discover the right financial tools to invest in your future. Proudly serving the Houston-Sugar Land metropolitan region!