At Park Place Financial, we provide our clients with professional guidance for the long-term. We believe that dreams are powered by financial plans. Our certified financial experts want to help you prepare for your retirement, investments, and taxes. Begin your roadmap to financial success with Park Place Financial.
We take our commitments to clients seriously. Our team of certified financial planners (CFPs) will work diligently to help provide you with the financial flexibility you deserve. At Park Place Financial, our team brings a wealth of experience and will act in your best interest.
We take our commitments to clients seriously. Our team of certified financial planners (CFPs) will work diligently to help provide you with the financial flexibility you deserve. At Park Place Financial, our team brings a wealth of experience and will act in your best interest.
Services
Mr. Maurer has over 25 years of experience creating customized retirement plans for his clients. As a CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter (CLU), and licensed Texas attorney, he provides a comprehensive approach to each client's unique needs. Chris primarily helps retired people and those planning for retirement to not outlive their money.
As life expectancy rates rise in the United States, retirement planning should be on everyone's radar. At Park Place Financial in Bellaire, Texas, we can help you navigate your retirement confidence. We want you to enjoy doing what you love, even as you approach retirement age. Partnering with Park Place Financial means crafting a retirement savings plan designed for your specific needs.
As with everything financial, careful planning is the key to maintaining stability and relieving the stress that comes with expenses and managing money. This is especially true for those entering retirement whose money situation will change drastically. One of the major financial commitments you have going forward is your healthcare as you age.
Estate planning involves the preparation of tasks to manage an individual's assets (or estate) in the event of incapacity or death. Estate planning is key to ensuring that your wealth has a positive, lasting impact on your loved ones. Of course, there are many components to an effective plan for managing your estate.
We help our clients to pay as little tax as possible and to not outlive their money. How best to accomplish these goals is different for each of us and depends upon our unique circumstances. Let's schedule a time to visit and talk about developing a plan to achieve your preferred outcome!. Federal tax laws are complex and subject to change.
Reviews (9)
Cindy Bucher
Mar 27, 2021
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My husband and I are clients of Christopher Maurer at Park Place Financial. We both recently retired and looked for a Certified Financial Planner with the knowledge and experience to manage our portfolio. Chris has done an outstanding job of helping us to achieve our financial goals. He exceeded our expectations. We highly recommend Chris!
Scott Gorman
Nov 03, 2020
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I have known Chris Maurer and his assistant Amber for quite some time now and during this time i have been very impressed with both of their competence, not only with their wise and skillful placement of my money but also their very professional organization. They regularly reach out to myself by phone or also visiting with me 1-2 times a year to review my situation and to make suggestions on any improvements they feel are better for my well being. During this visit i always receive a detailed report explaining my current situation. I have been more than pleased with Chris, Amber and team with
Carla Crugnale
Dec 14, 2019
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SECURE. When choosing a financial advisor one thing for sure, one should feel secure. Remember this person is working for YOU, this is your money. They should thank you for you allowing them to manage your money, your future, get to know YOU and your lifestyle. The pictures I posted are of my lifestyle due to Chris Maurer's work ethic, listening skills, close communication. Although, some people may have similar lifestyles, each investor must be treated as an individual and have a custom portfolio that is unique to them. Over the past 14 years Chris Maurer has kept up with the most current market
Kathy Hinkle
Oct 17, 2019
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I have been with Chris for many years. He took a small, lackluster portfolio and turned it into a respectable one that allowed me to retire at 54 and play with grandbabies. And he has safeguarded it, and continued to grow it, ever since, all while allowing me to live a very comfortable life.
He has become a close, trusted friend and confidant thru the years, and I thank God for bringing him into our lives.
He has become a close, trusted friend and confidant thru the years, and I thank God for bringing him into our lives.
Nanette Tashnek Eidetics
Aug 19, 2019
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Chris Maurer, is an all around great guy and a pleasure to do business with. I moved over to Park Place Financial from an investment firm. At that time, I was extremely anxious about the protection of my portfolio. I met Chris at his amazing seminar that covers every aspect of your life from social security, to aging, to tax, to insurance, to financial planning for retirement, and finally legal advice. After the seminar, I knew I would move over to his firm. Being an attorney, he has more knowledge, experience, and abilities than the 6 other planners I interviewed. I have been extremely satisfied
Lori Wolner
Jan 27, 2019
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Chris Maurer at Park Place Financial listened carefully to us as we described where we were financially and importantly, where we wanted to be after retirement. His seasoned financial guidance has us firmly on the path to achieving our goals of optimizing and protecting our investments. The peace of mind that comes with a sound plan for the future makes us wonder why we waited so long to call Chris. As a key element of our financial strategy, Park Place is a trusted and valued partner.
Carlos Garcia
Sep 09, 2018
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We have been clients of Christopher Maurer at Park Place Financial for many years. We met Chris socially through one of his clients, who highly recommended him.
We were very impressed with Chris from the very beginning with his knowledge, especially when it came to investments. His advice on Social Security issues allowed us to make good choices to maximize our Social Security benefits. He has been very helpful with his follow-up meetings advising us and keeping us current on the market trends and changes. He uses the most current tools for analyzing, evaluating and recommending the best investments
We were very impressed with Chris from the very beginning with his knowledge, especially when it came to investments. His advice on Social Security issues allowed us to make good choices to maximize our Social Security benefits. He has been very helpful with his follow-up meetings advising us and keeping us current on the market trends and changes. He uses the most current tools for analyzing, evaluating and recommending the best investments
Allen Foytlin
Jul 22, 2018
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I have been a client of Chris Maurer's for over 15 years now. He has always provided me sound financial advice with respect to my portfolio holdings. He is an honest and ethical financial planner who looks out for his clients' best interest. I would recommend anyone in need of financial investment advice to visit Chris.
Midge Koehler
Jun 18, 2018
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I initially met Chris Maurer at a seminar he hosted and although I was using another investment organization at that time, I was impressed with the information shared and with the manner in which he conducted himself. I decided to make a change after determining the services offered could take me to the next level of investment education and help me meet my goals for the future. I especially appreciate that Chris gets to know each client on an individual basis and strives to understand what is important to each of us as individuals. The on line tools are very helpful in managing on a day to day
