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Clients

Who We Serve Best

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Individuals and Families

  • We develop investment policy statements for individuals and families.

  • We help individuals build their savings and investment accounts.

  • We establish and advise on deferred investment vehicles such as IRA's, HSA's, College Saving Plans, and Annuities.

  • We design asset protection strategies, including life and disability insurance.

  • We help to create and manage family trust accounts to segregate and protect family assets.

  • We also help families create and manage estate plans by working as a strategic partner with their tax and legal advisors.

Business owner having a meeting

Business Owners

  • We help business owners develop the right benefit solutions for not just themselves, but also for their employees.

  • We work with experienced professionals in the analysis of current benefit plans, tax deferred retirement options and pre-tax expenses.

  • We integrate asset protection strategies, providing life, disability, business and personal.

  • We integrate Asset Protection Strategies (creditor exempt asset classes).

  • We assist with tax optimization strategies and pension plan design.

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Retirement Plans & Non-Profits

  • We assist private institutions and non-profits to develop an investment policy statement, manage investments, and create portfolios tailored for their situation.

  • We offer hands-on advisory services typically not provided by bigger institutions.

  • We develop Defined Contribution & Defined Benefit Plans tailored to each institution's objectives and goals

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Corporate Executives

  • We provide corporate executives with strategic tax analysis: exercising options, corporate stock sales and benefit program management.

  • We assist executives with 401K management, retirement accounts and taxable money.

  • We also analyze their asset protection strategies in terms of life, disability, and personal insurance.

Disclosure

Albert Paula is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #8068318), AZ, CA (CA Insurance License #0E43202), CO, ID, IL, MI, MT, NC, NV, NY, OH, OK, OR, SD, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Albert Paula is licensed and authorized to offer insurance in California and Arkansas, but PARKWEST FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Albert Paula is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 777 S Ham Ln Ste D, Lodi, CA, 95242, 209-333-2400. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, ID, IL, MO, MT, NC, NV, OH, OK, OR, SD, TX, UT, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Albert Paula is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, ID, IL, MO, MT, NC, NV, OH, OK, OR, SD, TX, UT, VA, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

PARKWEST FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.?

Neither PARKWEST FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.?

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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