Financial planning in Boca Raton, FL
Parks Wealth Partners works with families approaching retirement and business owners in Boca Raton and the surrounding Palm Beach County area.
For Boca Raton retirees and business owners, the planning questions often begin with assets accumulated through a prior employer or company. Those assets now have to support income, manage taxes, and fit the household's Florida estate plan.
We coordinate the financial plan with your CPA and attorney where decisions cross tax, legal, business, or estate boundaries. Those professionals give the tax and legal advice.
Common starting points
- Deferred compensation, restricted stock, and pension elections from a prior employer
- Turning a concentrated position into diversified income without a needless tax bill
- Coordinating a Florida estate plan with documents drafted in another state
- Whether a cash balance plan still makes sense for a consulting or professional practice
The right answer depends on your complete facts and on professional tax and legal advice.
Areas We Serve
Subject to state registration and firm approval.
Boca Raton, Delray Beach, Highland Beach, Parkland, Boynton Beach, and the surrounding Palm Beach County area. Video meetings are available where Jon is registered. Please confirm in-person availability with him directly.
Questions about working together in Boca Raton
Does Parks Wealth Partners work with clients in Boca Raton?
Is Jon registered in Florida?
How are services paid for?
Schedule a 30-minute call
No documents and no obligation. We'll tell you directly whether the situation is a fit.