©2018 by The Parkridge Group, LLC

Financial Planning For Every Need

The Parkridge Group, LLC



                Experience, expertise and action-orientation to nurture successful financial results                                                         

                         Investment Management

                                       Retirement Planning

                                                    Wills and Estates

                                                                  Employee Benefits

                                                                              Taxes

                               

 

Retirement and Life Event Planning

Manage Transitions

Relocation

Career/Retirement

Marriage/Divorce

Children/Parents

Illness/Aging/Death

 

Investment Planning

Set Objectives/Policy
Investment Management Using:
Index Core/Satellite Strategy
Lower Costs Than Alternatives
Better Results From Personalization

 

Income Tax
Planning & Compliance

Return Preparation
Year Long Planning
Assure No Surprises
Minimize Liabilities
Make it Easy

 

Estate & Gift Planning

Establish Objectives

Create a Plan:

Document Preparation

Coordinate With Ownership of Assets and Beneficiary Designations

Maintain Records

Update as Needed/Desired

 

Contact Us

Get in touch to find how our services can benefit you and for a complimentary consultation.

412-561-3330

Office Fax: 412-561-3397