About Parsons financial services
Parsons Financial Services: Your Partner in Achieving Long-Term Financial Success
Parsons Financial Management, LLC is a comprehensive financial services firm that is dedicated to helping individuals and businesses achieve their long-term financial goals. With a team of experienced professionals, Parsons Financial Services provides customized programs that are designed to help protect and conserve your wealth by delivering an unprecedented level of personalized service, industry knowledge, and expertise.
At Parsons Financial Services, we understand that every client has unique financial needs and goals. That's why we take the time to get to know you personally so that we can tailor our services to meet your specific requirements. Whether you're looking for retirement planning, investment management, tax planning or estate planning services - we have the expertise and resources necessary to help you achieve your objectives.
Our team of professionals includes certified financial planners (CFPs), chartered financial analysts (CFAs), certified public accountants (CPAs), attorneys and insurance specialists who work together seamlessly to provide comprehensive solutions for our clients. We believe in building long-term relationships with our clients based on trust, integrity and mutual respect.
Our Services
Retirement Planning: Our retirement planning services are designed to help you achieve your retirement goals by developing a customized plan tailored specifically for you. We take into account factors such as your age, income level, risk tolerance and investment objectives when creating a plan that will help ensure a comfortable retirement.
Investment Management: Our investment management services are designed to help you grow your wealth while minimizing risk. We use a disciplined approach based on sound investment principles such as diversification, asset allocation and risk management.
Tax Planning: Our tax planning services are designed to minimize the amount of taxes you pay while maximizing deductions and credits available under current tax laws. We work closely with our clients' CPAs or tax preparers in order to develop strategies that will reduce their overall tax burden.
Estate Planning: Our estate planning services are designed to help you protect your assets and ensure that they are distributed according to your wishes. We work with our clients' attorneys to develop comprehensive estate plans that take into account their unique circumstances.
Insurance Planning: Our insurance planning services are designed to help you protect your assets and provide for your loved ones in the event of an unexpected illness, disability or death. We offer a wide range of insurance products including life, disability, long-term care and annuities.
Why Choose Parsons Financial Services?
At Parsons Financial Services, we believe that our clients deserve the highest level of service and expertise. That's why we have built a team of professionals who are dedicated to providing personalized solutions tailored specifically for each client's unique needs.
We also believe in transparency and accountability. That's why we provide regular updates on our clients' portfolios so that they can see how their investments are performing. We also provide detailed reports on fees and expenses so that our clients know exactly what they're paying for.
In addition, we use state-of-the-art technology to manage our clients' portfolios efficiently and effectively. This allows us to make informed investment decisions based on real-time data while minimizing costs.
Conclusion
If you're looking for a financial services firm that is committed to helping you achieve your long-term financial goals, look no further than Parsons Financial Services. With a team of experienced professionals who specialize in retirement planning, investment management, tax planning, estate planning and insurance planning - we have the expertise necessary to help you achieve financial success. Contact us today to schedule a consultation!