Park Place Financial

JANUARY 9, 2023

The standard deduction was significantly increased under the Tax Cut and Jobs Act of 2017 and was also indexed for inflation, setting a precedent for future years. Park Place Financial adheres to its fiduciary duty to put clients’ needs above our interests. 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual.

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Fortune Financial

FEBRUARY 4, 2024

With our deep expertise and qualifications in NUA strategies, our experts are adept at navigating the complexities of tax-efficient retirement planning. Explore the Fortune Financial advantage in transforming how you manage your retirement assets and bringing you closer to achieving your financial dreams.

Retirement 59

Retirement Retirement Planning Distribution Taxes 59

Sara Grillo

AUGUST 26, 2024

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Sara Grillo

APRIL 10, 2023

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. They love to travel, bake, and swim.

Investments 52

Investments Investing CFP Financial Advisor 52