Transparency
You see how every recommendation is compensated before you decide anything. If a product pays us more, you’ll know that, and you’ll know why we still think it’s right.
About
Independent, and that changes everything.
We aren’t captive to a single carrier or a single product. The recommendation follows your situation — not a sales quota.
Who we are
Too Park Investments
Too Park Investments is an independent retirement and risk planning firm. We work with pre-retirees, retirees, families, and business owners on the same core question: does the plan hold up if things don’t go perfectly?
Most people arrive with pieces — an old 401(k), a policy someone sold them years ago, a rough idea of when they’d like to stop working. Our job is to see whether those pieces add up to an actual plan, and to build the missing parts.
We’re based in San Mateo, California, and we work with clients across the country.
What we focus on
- Guaranteed retirement income
- Social Security timing and optimization
- Pension and rollover strategy
- Tax-efficient distribution planning
- Principal protection and downside floors
- Life insurance and legacy planning
- Employee benefits for small businesses
How we work
Three commitments we don’t bend on.
Flexibility
Plans that can’t change aren’t plans. Everything we build leaves room for the parts of your life that haven’t happened yet.
Your interests first
If the honest answer is that you don’t need what we sell, that’s the answer you’ll get. We’d rather be useful than busy.
Who we serve
The people we do our best work for.
We’re not the right fit for everyone, and we’d rather say so early. These are the situations where we add the most.
Within ten years of retiring
The decade before and after you stop working is where the biggest irreversible mistakes get made. This is the window where planning pays for itself.
Carrying a plan you didn’t design
Old employer accounts, an inherited policy, advice from three different people. We’ll tell you what you actually own.
Running a small business
Retirement plans, key person coverage, and benefits that help you keep the people you can’t afford to lose.
Start with a conversation.
Thirty minutes, no cost, no obligation. You’ll leave knowing where you stand whether or not you work with us.