Randall Fielder
President and CEO @Park 10 Financial, Llc
Signup · Get unlimited contacts
WORK HISTORY
President and CEO @Park 10 Financial, Llc
Houston, TX, US
Park 10 Financial is the umbrella you need to weather the market** As a Registered Investment Adviser with the State of Texas, our Advisory Services include: Investment Management Services Financial Planning Business Planning College Savings Employee Benefits Optimization Insurance Risk Management -Investment Management Services: Manage individually tailored investment portfolios. We provide continuous advice to a client regarding the investment of funds based on the individual needs. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs-Financial Planning: Financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. These areas may include, but are not limited to, the following: • Business Planning: Consulting services for clients who currently operate their own business, considering starting a business, or are planning for an exit from their current business. We work with you to assess your current situation, identify your objectives, and develop a plan aimed at achieving your goals. • College Savings: Includes projecting the amount needed to achieve college education funding goals along with advice on ways to save the desired amount. • Employee Benefits Optimization: If you are an employee, we provide review and analysis to determine if you are taking the maximum advantage possible of your benefits. If you are a business owner, we will consider and/or recommend the various benefit programs that can be structured to meet both business and personal retirement goals. • Insurance: Review of existing policies to ensure proper coverage for life, health, disability, long-term care and liability. • Risk Management: Includes an analysis of exposure to major risks such as premature death, disability, property and casualty losses, or the need for long‐term care.
EDUCATION
University of Houston
Finance, General
ABOUT RANDALL FIELDER
Managing Your Assets in a Proven, Tax-Efficient Manner to Avoid Major Marketing Turnarounds Our Clients Avoided the Market Crashes in 2008 and 2020 √ Wouldn’t you like to sleep at night knowing your portfolio will not be subject to big market crashes? We assist clients in accumulating assets for retirement, helping them to protect those assets from major market downturns, and maximize their retirement income in a tax-efficient manner. Offering asset management and giving financial advice in a fiduciary capacity, we are legally obligated to place your best interests before any other party. Let us help you avoid market crashes. NEXT STEP If you’d like to chat, please contact me at i•••@park10financial.com or schedule directly at https://calendly.com/p10f/60min For more information visit What Makes Us Different Utilizing technical analysis to avoid large losses in the stock market, we believe that wide diversification does NOT improve performance. Preferring a growth and momentum strategy over a value strategy, we use an “All Cap” strategy, looking for the best investments rather than devoting a certain per cent of assets to a model based on the capitalization sizes of the market. Specialties Include Financial Planning, Retirement Planning, Crash-Proof Your Portfolio, Market Returns with Lower Risk, Tax-Efficient Investing
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.