top of page

Watch This Video First 

 

After you have seen it, complete the form below to determine if we could be a good fit.

​

 

Then, click below to schedule an intro with our team and we will reach out to confirm your appointment. 

​​

​

Be sure to complete the scorecard as much as before clicking through to the calendar section to ensure you get the most from your complementary appointment

Free Strategy Session Application Form

Birthday
Month
Day
Year
Marital Status
Single
Married
Divorced
Widow/Widower
What are your concerns with your financial plan?
What goals are relevant to your plan?
What is the estimated range of savings/investments you have in your household?
Under $250,000
$250,001-$500,000
$500,001-$1,000,000
$1,000,000-$3,000,000
$3,000,001+
What is your estimated annual household earnings/income?

*Please note we typically work see the best results in planning for households or individuals that have a minimum of at least $500,000 in investments/savings OR for younger households, a minimum annual gross income of $225,000

After completing the application form,
click the link below to book time on the calendar
 

Disclosures Can Be Found Here: Parkmount Financial Investment Advisory Brochure 

“Parkmount Financial Partners LLC”  (herein “Parkmount Financial”) is a registered investment advisor offering advisory services in the State[s] of Massachusetts and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Parkmount Financial disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Parkmount Financial does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Parkmount Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Parkmount Financial or a Parkmount Financial authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

bottom of page