The Parkridge Group, LLC

Financial Planning For Every Need

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

                         Investment Management

                                       Retirement Planning

                                                    Wills and Estates

                                                                  Employee Benefits

                                                                              Taxes

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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

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