Personal Financial Planning (PFP)
PFP is the process of identifying personal financial goals and resources, designing financial strategies, and making personalized recommendations that assist our clients.

PFP services are provided to clients who use our tax return preparation and tax minimization services.
Our PFP Services
  • Personal Financial Analysis – Individual Balance Sheet/Income Statement/Cash Flow Planning
  • Tax Planning
  • Retirement Planning
  • Investment planning
  • Risk Management and Insurance Planning
  • Estate, Gift, and Wealth Transfer Planning
  • Education Planning
  • Charitable Planning
  • Elder Planning
  • International Tax Compliance, Reporting, and Planning
"BSMDG" Model For Personal Financial Success
Building a budget prioritizing savings
Setting up emergency fund
Maximizing retirement plan(s) and tax-advantaged plans
Diversifying portfolio mix with investment options and life insurances
Growing wealth under tax-efficient investment goals
Check Out Parknovation's PRIME Tax Program (PTP) To Get Started
PTP is a great way for anyone to get started with financial planning. Check out details here!
Our experienced and diverse professional team works closely with clients to provide customized services that satisfy their compliance requirements and business needs.

Join our rapidly growing team today!
    PARKNOVATION INC. Fort Wayne, IN, USA