Park 10 Financial, LLC is different from most financial advisors because we are a Registered Investment Adviser and as such we must act in a fiduciary capacity for our clients. This means we are legally obligated to put your interest first, ahead of ours.
We give unbiased financial advice for a fee, design financial plans for a fee and also manage portfolios for a fee rather than sell financial products (mutual funds, variable annuities, and stocks) on a commission basis.
I enjoy working with my clients and helping them avoid some of the pitfalls of investing. We do this primarily by using technical analysis to get signals for exiting the market and avoiding major market down turns. We also receive signals that tell us when to re-enter the market and catch the upswing in the market. By using these signals we are able to protect and then grow our clients' portfolios.
I also enjoy the planning process with my clients. Here is where we "run the numbers" to see how our clients are doing in accumulating assets for retirement of for a specific goal like college funding. We monitor the progress of such accumulations to make sure we are on track to reach the clients' goals.
Having done this type of work for over 20 years, I have had the privilege of working with clients to reach their goals and enjoy their retirement years.
You can learn more about me and my firm, Park 10 Financial, LLC by visiting our website at www.park10financial.com
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