Solutions for…
Individual Plans
Individuals are increasingly having to take responsibility for their own retirement planning. Fortunately, there are a lot of good retirement planning options your advisor can help you find and implement. Whether social security is there or not, in order to enjoy the lifestyle you want during retirement, it’s important that you plan ahead. IRAs, ROTH IRAs, SEP IRAs, SIMPLE IRAs and more! Which one is right for you? Your Parsonex financial advisor can help you develop a simple plan that you can believe in, identify competitive products that fit your needs, and meet with you regularly as your goals, objectives and needs change on your road to retirement.- Retirement Planning
- College Planning
- Mutual Funds
- Variable Annuities
- 529 Plans
- Term Life Insurance
- Long Term Care
- Living Trusts
Company Sponsored Plans
Company sponsored retirement plans, like 401ks and other profit sharing plans, are often the only retirement plans that individuals participate in. If you are a business owner…- Have you looked at your retirement plan lately?
- Is your retirement plan advisor meeting with you regularly to review your options?
- Do your employees clearly understand the options available to them? With all the work you do, isn’t it important that you make sure the retirement funds you and your employees are going to depend on in the future are working for you?
- Retirement Planning
- College Planning
- Mutual Funds
- Variable Annuities
- 529 Plans
- Term Life Insurance
- Long Term Care
- Living Trusts
Non-profit Plans
Non-profit organizations have several unique needs in managing their portfolios.
Our representatives have access to leading money managers and are able to design a custom-tailored program that meets your specific needs. Our representatives help you design a custom portfolio, but more importantly, meet with the members of your organization and investment committee to ensure that your goals are being met.
Many organizations pay too much in management fees for too little in terms of professional management and superior service. Our approach to planning blends excellent third-party money managers, mutual funds, and other products with the outstanding service you come to expect from a Parsonex representative.
To find out more, contact us.
Client Services
A Simple Plan You Can Believe In
Our Financial Roadmap provides a simple and understandable approach to developing a financial strategy for retirement. This program shows you information about your current financial position, helps you clearly identify goals, and let’s your advisor suggest personalized strategies to achieve those goals.
Planning for the future is a process not an event! We recommend families update their Roadmap on a consistent basis over time in order to track their progress towards their financial goals.
Competitive Products You Can Understand
As an independent financial services company we work with a variety of product providers to offer highly competitive financial products and services to our clients.
We are not tied to a particular provider and have the flexibility to work with several different companies. This allows us to always work with products which we believe offer the best service to you, our client!
A Personal Financial Advisor
While most companies focus on products, we work with you to develop a solution. We believe that your behavior is the most important key to your long-term financial success. The quality of advice you either receive, or don’t receive, can often have a large impact on your behavior.
Our experienced financial consultants are committed to acting as the “architect” in helping you design a financial solution that is custom tailored to your personal needs.
As an independent financial services firm, we are committed to providing you simple solutions that can deliver powerful results. For more information on the different products we offer, the different products we offer, contact a representative in the branch nearest you!
Our Roadmap is both customized and complimentary!