planning news

On a Personal Note

The weather is wonderful, and it is reflecting how we feel about our situation with our business structure and business family. Our “Park Place Wealth Advisors, Inc.” makes it easier to meet everyone’s overall needs. Our friends at Foothill Securities, the broker dealer we offer our securities through, helped us get everything set up, and have certainly made us feel pleased we have chosen them as a business partner.
Shortly after we made our change an announcement came out confirming that our old broker dealer was in fact being sold. The circumstances we had been dealing with seemed to indicate that possibility, and we didn’t want our clients to have to deal with that kind of turmoil.
We do have some new special art work in our office that you will see when you come in to see us. The Pinole Artisans have an art education program for children. One half of the proceeds from the sale of the art works displayed at our office go to help the children’s education program, and the other half to the artist for their help and time.
For those of you that came to our open house, we all want to thank you. It has been a treat to be able to launch our improvements, along with our new business family. There are a lot of opportunities being offered that are structured just a little differently than before, to address client needs that have been identified. Sometimes little course corrections can make a big difference. With the new season, it is a good time for us to examine your investment allocations, and make sure you have the bases that need to be covered in place the way you want them.

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