At Park Place Financial, we provide our clients with professional guidance for the long-term. We believe that dreams are powered by financial plans. Our certified financial experts want to help you prepare for your retirement, investments, and taxes. Begin your roadmap to financial success with Park Place Financial.
We take our commitments to clients seriously. Our team of certified financial planners (CFPs) will work diligently to help provide you with the financial flexibility you deserve. At Park Place Financial, our team brings a wealth of experience and will act in your best interest.
We take our commitments to clients seriously. Our team of certified financial planners (CFPs) will work diligently to help provide you with the financial flexibility you deserve. At Park Place Financial, our team brings a wealth of experience and will act in your best interest.
Services
Team
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Mr. Maurer has over 25 years of experience creating customized retirement plans for his clients. As a CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter (CLU), and licensed Texas attorney, he provides a comprehensive approach to each client's unique needs. Chris primarily helps retired people and those planning for retirement to not outlive their money.
Retirement Planning
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As life expectancy rates rise in the United States, retirement planning should be on everyone's radar. At Park Place Financial in Bellaire, Texas, we can help you navigate your retirement confidence. We want you to enjoy doing what you love, even as you approach retirement age. Partnering with Park Place Financial means crafting a retirement savings plan designed for your specific needs.
Healthcare Planning
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As with everything financial, careful planning is the key to maintaining stability and relieving the stress that comes with expenses and managing money. This is especially true for those entering retirement whose money situation will change drastically. One of the major financial commitments you have going forward is your healthcare as you age.
Estate Planning
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Estate planning involves the preparation of tasks to manage an individual's assets (or estate) in the event of incapacity or death. Estate planning is key to ensuring that your wealth has a positive, lasting impact on your loved ones. Of course, there are many components to an effective plan for managing your estate.
Contact Us
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We help our clients to pay as little tax as possible and to not outlive their money. How best to accomplish these goals is different for each of us and depends upon our unique circumstances. Let's schedule a time to visit and talk about developing a plan to achieve your preferred outcome!. Federal tax laws are complex and subject to change.
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