Parkmount Financial

Your Partner in the climb to Success

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Our Story

Who We Are

Our Process

Parkmount Financial empowers your life journey with Fiduciary Financial Planning

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About Us

Parkmount operates as an independent registered advisor Joseph Boughan, CFP®

has spent years

Deep executive experience with nationally top ranked wealth management firms,

practicing principles of financial planning

Earning a reputation with clients for objectivity and empathy
Cultivating lifelong relationships

Joe grew up in a small town of Massachusetts.

Surrounded by family and great teachers, he learned if you work hard and you’re uncompromisingly honest and you go the extra mile to take care of people and put their interests first, you’re ahead of 90% of the rest of the world. This simple philosophy is woven into the foundation and purpose of our firm.

We begin by listening to you. Your advisor will spend a lot of time asking questions and listening to your thoughts, your plans, your worries, your hopes and dreams.

We will help you articulate clear, measurable goals

Based on your planning analysis, we generate a personalized set of financial actions to meet your financial goals.

We will provide an intensive process of ongoing coaching on your key financial activities of importance to your life, as well as reinforcement into the philosophy we will use to reach our goals

We provide our clients with the confidence that their planning is in good order and their assets are invested with an appropriate level of risk to meet their objectives.

What
We
Offer

Financial Advisory

Every client walks a unique path in life, and Parkmount Financial is here to help guide you to financial freedom through our financial management framework. Encompassing all the steps you will encounter on your financial journey, Our process provides a comprehensive, transparent, and highly customizable map that gives you the perspective and insight needed to continue moving forward with confidence.

Retirement Income Planning

In our process with will examine:

-How much will you need to retire comfortably, and stay retired?

-What is the best way to invest my savings to sustain my income needs when I no longer work?

-How can I avoid running out of money?

-Am I on track and doing enough to ensure a secure and dignified financial future?

-How can I maximize my social security and/or employer retirement programs?

-How to withdraw my assets from accounts tax efficiently?

What We Offer

Investment Guidance

In our process we believe investment in the great corporations of the world and having a balanced portfolio of these types of equity shares in combination with other asset types is an opportunity for potential financial returns, and we can work with you to understand how to determine the appropriate level risk for you and match you with the unique portfolio suited to your stage in life and financial goals. We then provide ongoing monitoring and diligence on our views as to the best products to capture the potential for investment returns

Tax Efficiency

Without careful planning, it's very possible to have a higher tax bill in retirement than as a working professional.

Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:

Annual Tax Return Analysis
Annual Roth Conversions Review
Coordination & Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, etc.)
Asset Location
Charitable Giving Strategies

Insurance & Risk Management

Our insurance planning helps you maximize your protection and lower your annual costs.

After we perform a comprehensive insurance analysis, we help you shop the entire market to find the best policy at the best price. We also help you safely unwind insurance policies that are no longer in your best interest.

We conduct regular in-depth reviews for our clients on the following types of insurance: