Products & Services - Investments & Insurance

Investments & Insurance

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 resounding “yes.” We’ll listen carefully, then we’ll work with you to turn your goals into a clear strategy for success. Along the way, you can count on objective advice, experienced insights and a constant commitment to making investing in your future as easy as possible.

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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Draw on our expertise to find the right approach for achieving your long-term goals.
With rising life expectancies, retirement-age investors have potentially long time horizons. An optimal portfolio captures returns from many different markets while limiting risk from any one. Take advantage of a full range of financial products and asset allocation strategies including:
  • Traditional IRAs
  • Roth IRAs
  • Trust accounts
  • Annuities
  • Equities
  • Mutual funds
  • Fixed-income bonds
Start planning early and build up substantial savings to help create a bright future.
Even if your child or grandchild is approaching their first year of college, it isn’t too late. We can help you implement many options for college savings that can supplement scholarships and loans, including:
  • 529 College Savings Plans - Tax-deferred accounts designed to cover college expenses.
  • Coverdell Education Savings Accounts - Similar to 529 plans, but also covering elementary and secondary education.
  • Uniform Transfers to Minors Act (UTMA) - A method for providing tax-free gifts to minors.
Develop and follow a custom plan to grow your wealth and follow your dreams.

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

Turn to us for advice on a broad array of resources to advance your investment goals:

  • Mutual funds
  • Stocks and bonds
  • Exchange traded funds
  • Fixed and variable annuities
  • Separate managed accounts

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

Choose from several flexible options to enhance your family’s financial security.
Getting married, having a child, purchasing a home and retiring are all good times to consider life insurance.

We take a holistic view of your needs, goals and resources before making any recommendations. Through our partnership with LPL Financial, the largest independent broker/dealer in the U.S.1, you can select from over 40 life insurance carriers for:

  • Life insurance
  • Disability insurance
  • Long-term care insurance

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.