The Parsonex Network

Parsonex is a network made up of independent financial advisors. Our affiliates provide financial products and services our associates introduce to their clients to use as part of their retirement plans. There are several keys that separate our organization:

Our main focus is Retirement Planning

While there are many different ways to invest, we believe in a long-term approach for the biggest financial challenge… retirement. Pensions are vanishing, social security may not be the answer, which leaves individuals increasingly responsible for providing for their own retirement security. Our client’s are not looking to “trade” or “play the market”, they are looking for long term investing in portfolios aligned with their financial objectives.

We are Independent

We don’t own the companies we represent and they don’t own us. Being independent allows us to work with the product providers that provide highly competitive products, services, and long-term benefit to our clients. Access to the independent market ensures that Parsonex clients can utilize competitive products in pursuit of their financial goals and dreams.

We are Investment Focused

Our financial advisors’ primary objective is to help you with your long term retirement plan. Many companies focus on selling you insurance and investing whatever is left over. While we believe that life insurance important, it’s purpose is to ensure that a breadwinners income is protected so they can continue pursuing their retirement plan goals.

We are Client Focused and Values Based

We do not believe in certain methods, strategies and philosophies. It’s not just what we DO offer, it’s what we DON’T offer by choice that makes us different than other financial services companies. There are a plethora of complex products that make advisors a lot of money but we believe are of little value to the consumer. Products we avoid are: cash-value life insurance, equity indexed annuities, trendy investments that are “en vogue”, and short-term strategies for long-term objectives.

We believe in Lifetime Client Relationships

Our goal is not to simply get a client to retirement…our goal is to get them through retirement. We believe the relationship a client has with an advisor is the most important aspect of achieving their retirement goals. While being independent is important in allowing advisors to utilize the most competitive products, the key success factor long-term is a client’s behavior. We believe strong client-advisor relationships can make a big difference in the attainment of long term retirement goals.