Park Place Financial Advisors provides innovative, single source retirement plan services. We specialize in creative plans for sole proprietors and small businesses. We will work with your specific requirements and recommend a plan that will maximize your retirement savings potential. We offer access to IRAs, ROTH IRAs, SIMPLE IRAs, SEPs, 401(k) & 403(b) plans.
We also are available to manage all aspects of a business client's retirement plan, from plan design to investment management and employee education, to record keeping, and reporting. This comprehensive approach allows our clients to control their costs and simplify a typically complex process with a single provider.
We have particular expertise in helping employers:
Design a retirement plan that meets the needs of the employer and meets the employer's compliance obligations under the overlapping layers of regulations which govern such plans
Monitor the overall costs of the plan to ensure that employers are not over-paying for their organization's retirement plan
Provide high-quality investment education to both their employees and the plan fiduciaries about their retirement plan
- Select a broad range of investment options that provides each employee the ability to develop a well-diversified portfolio.