Daniel Park, CFP®

When I was a young teen, I remember working all summer for a few thousand bucks and having to help my family with the mortgage. We didn’t always struggle and I knew how hard my parents worked to provide us with an amazing life, but it was something that I hoped I didn’t ever have to ask my children to do.

This year has been especially challenging for investments in general, so adding value in other aspects of planning like tax, insurance, employee benefits, and estate planning reinsures our clients that the comprehensive planning is still intact and can remain successful.

I think it is our comprehensive approach. A lot of firms say they are comprehensive, but do they also prepare and file tax returns? When we have a deep understanding of a person’s specific taxes, and not just general tax knowledge, it gives us a huge advantage. The same goes for our understanding of company benefits and insurance.

My hope is that they truly know that I want what is best for them in all aspects of life. First and foremost I want my clients to have health and happiness.