top of page
Sunrise

The Parkridge Group, LLC

Financial Planning For Every Need

 

 

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

                         Investment Management

                           (With First Trust Capital Partners)                   

                            Retirement Planning                

                            Wills and Estates                             

                             Employee Benefits                                        

                             Taxes                                                  

                             Insurance  

Business Growth

Retirement and Life Event Planning

Manage Transitions

Relocation

Career/Retirement

Marriage/Divorce

Children/Parents

Illness/Aging/Death

Data on a Touch Pad

Investment Planning

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

(With First Growth Capital Partners)

Dollar Bills

Income Tax
Planning & Compliance

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

Power of Attorney

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.

Thanks for submitting!

412-561-3330

Office Fax: 412-291-1341

bottom of page