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Linda Parks
Financial Advisor, LLC


115 West Dryden Road
Freeville, NY 13068

Phone: (607) 844-4852
Email: LindaParksFA@twcny.rr.com
Follow Linda Parks on LinkedIn

Financial Planning in Tompkins County

Financial planning involves recognizing and defining your financial goals and developing a plan to meet them.

We all have goals, sometimes articulated, other times not clearly identified. Perhaps our goals have long been buried or ignored because we don’t believe we can make progress toward what we dream for. I will guide you through the unknowns and together we will create a financial plan that fits what you want for your life. My objective is to help you create a workable plan that gives you peace of mind, both in the present and for your future.

Financial planning includes:
  • Establishing and defining the scope of the work to be done
  • Defining your financial goals
  • Gathering your financial data
  • Analyzing and evaluating your current financial position
  • Presenting my recommendations
  • Implementing the plan
  • Monitoring and responding to changes in your circumstances and goals
Together we will work on needs in the following areas:
  • Cash flow analysis and budgeting
  • Debt analysis and management
  • Education planning
  • Employee benefits review
  • Estate Planning
  • Income tax planning
  • Investment management (asset allocation and diversification)
  • Insurance & risk management plan
  • Retirement planning
  • Small business planning
The fee for financial planning services is based on your circumstances and the complexity of your needs. For a full scope financial plan, I will provide a flat fee proposal after we discuss your situation and needs. If you want assistance focused on only one or two areas, perhaps, then I am also happy to provide services on an hourly basis. My services are deliberately flexible; I will work with you to address your circumstances. I offer a free initial consultation so you can determine whether I am a good fit for what you are looking for.
 
 
Linda Parks
Financial Advisor, LLC


115 West Dryden Road
Freeville, NY 13068

Phone: (607) 844-4852
Email: LindaParksFA@twcny.rr.com
Follow Linda Parks on LinkedIn