Products & Services - Investment Services & Insurance

Investment Services & Insurance

You know the financial future you want for you and your company. But knowing how to get there isn’t so simple.

Turn to Park Financial Advisors to make investing in your future as easy as possible. We work together with you, your commercial banker and your treasury management specialist to turn your goals into a clear investment strategy for success.

Get in Touch to Learn More

John Hutchinson, AIF®
Vice President
LPL Financial Advisor

Alan Barnes, CFP®, CLU®
Vice President
LPL Financial Advisor

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Structure, refine and continuously adapt the right program for your company and employees. We work with you to understand your needs and craft the right retirement or profit-sharing plan to satisfy you and your employees. Advantages of our approach include:

  • Qualified plans such as 401(k), profit sharing and simple IRAs.
  • A variety of providers with flexible investment offerings and pricing structures.
  • Ongoing educational sessions with your employees about the plan, asset allocation strategies, etc.
  • Continuous review of plan features and costs to make sure your goals and budgets are being considered.
  • Help with managing your plan, understanding your fiduciary responsibilities and keeping you costs within budget.
Protect the future of your business for your family, partners, shareholders and employees.
Park Financial Advisors work closely with your commercial banker as well as legal and accounting teams to develop a succession plan using insurance, commercial financing and other tools.

Life insurance can be especially helpful for a shareholder buy-out or to protect the value of your business and financial interests upon the death of a key shareholder. Examples include:

  • Buy/Sell Life Insurance – Surviving partners buy out a deceased partner’s interest in the business. Fair prices are worked out in advance, ensuring a smooth transition. Without this insurance, the death of a partner can create a great deal of instability and uncertainty in a business.
  • Key Person Insurance – In the event of the death of a key employee such as the owner, CEO or top producer, key person insurance provides liquidity to the company as a beneficiary. We offer various structures and options to meet your particular needs. 

Diversify your company’s financial portfolio with these investment options. Fixed-income investments are an important tool for companies with low risk tolerance, cash-rich companies and not-for-profit organizations alike. We offer a broad array of fixed-income solutions, including:

  • Corporate bonds
  • Government Sponsored Enterprise (GSE) debt bonds
  • Municipal bonds
  • Separate managed accounts with varying interest rates and maturity depending on your financial horizon and needs
Simplify a complex environment with smart, objective insights relevant to your unique situation.

You can rest assured that we have only your interests at heart. We offer no proprietary investment funds. And through our partnership with LPL Financial, the largest independent broker/dealer in the U.S.1, we bring you objective investing research on:

  • Market outlook
  • Economic commentary
  • Bond market perspectives
  • Current conditions index

We also provide weekly, quarterly and semi-annual economic and market updates. Give us a call today to get signed up and stay informed. 

1 As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Our Proactive 5-Step Process

  1. Get to know you. Your priorities, your values, your current situation, your goals.
  2. Answer your questions.
  3. Put a plan together. We call it a road map, a document that we refer to during all of our conversations.
  4. Discuss. We make sure you understand how to use your plan.
  5. Update and adjust. Needs, desires, circumstances and markets change. We meet with you on a regular basis to help you adapt.
*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Park Bank and Park Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured By any Federal Government Not A Bank Deposit

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin, Illinois, Arizona, Florida, Colorado, New Mexico.