Financial Planning For Families and Individuals
Life changes and so do your financial needs. Whether you’re planning for retirement, navigating life transitions, or looking to pay less taxes. We help you create a plan that can reflect your values and bring peace of mind.
Your Partner in Financial Success and Life Changes
We help people and families with their money, make smart financial choices, and handle life changes confidently. Your financial story is unique, and we help you create a plan that fits your values, goals, and gives you confidence.
Whether you're
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Saving and investing for the future
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Planning for retirement
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Protecting your assets
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Saving for your children’s education
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Dealing with a big life change
We’re here to guide you every step of the way, give you financial advice and be your partner for life.
Helping You Build A Legacy At Every Stage Of Life
You've worked hard to build wealth. It’s important to plan for your family’s future. We offer many services to fit your needs, no matter where you are on your financial journey. Our goal is to help make sure your wealth helps you and your family for years to come.
Handling Life Changes with Confidence
Life changes can affect your finances. Things like:
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Marriage and divorce
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Retirement
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Buying and selling a house
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Changing jobs
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Health challenges
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Caring for or losing a loved one
Money is in motion when life goes in motion. We help you understand the financial impact of these changes and adjust your plan to meet your new needs.
High-Net-Worth Families
For families who have spent years building wealth, we understand the importance of thoughtful planning for the next generation. We provide strategies that enable you to create a lasting legacy, reduce taxes, and support charitable causes that reflect your values.
Some of our work with high-net-worth families includes:
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Developing strategies to utilize gift and estate exclusions to pass wealth tax-efficiently.
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Meeting with their attorney and tax professional to start a Family Foundation and Charitable Remainder Trust to further their charitable impact.
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Creating a diversified investment portfolio to optimize returns.
Whether you are seeking to grow your wealth or build a charitable foundation, we help you ensure that your financial plans align with your family’s long-term goals.
Contact Us
Office:
8930 W. Sunset Rd, Suite 390,
Las Vegas, NV 89148
Phone: 702-463-0063
Email: Info@paritycap.com
Hours of Operation:
- Monday - Friday: 9am-5pm
- Saturday - Sunday: By Appointment