All BMO Harris branch location ATMs are also available free of charge to Park Bank customers!
Will you have enough to retire? To help your children get a great education? To buy that vacation home? Park Financial Advisors wants to help you answer these questions with a workable financial plan and a way to begin now with regular investments.
Why Say Yes to Financial Planning
Financial planning pulls together all your finances and your short-term and long-term goals, and organizes them to help make management easy and effective.
Our Proactive 5-Step Process
Get to know you – your priorities, your values, your current situation and your goals.
Answer your questions.
Put a plan together. We call it a road map, a document that we refer to during all of our conversations.
Discuss. We make sure you understand how to use your plan.
Updates and adjustments. Needs, desires, circumstances and markets change. We meet with you on a regular basis to help you adapt.