Parsons Investments
Parsons Investments is excited to help you have and protect the retirement of your dreams. Having done this for nearly two decades, we have discovered some basic principles that are not talked about enough. We’ve found that having those conversations gives our clients the power to have the retirement they deserve. What we know to be true is that this goes far beyond the numbers, the math, the statistics. Those are important, but we’ve learned that none of that matters if the relationship is not strong or if the work is not understood by you. We serve those who want to be part of the process and value the work we do together.
Advisors in your neighborhood
Bringing The Strength of An Advisor Bond To Your Portfolio
People
We believe that relationships matter. People first, money second.
Integrity
We put your interests before our own.
Communication
Frequent, timely, truthful, and relevant. That is the kind of communication our clients deserve.
Service
We want you to walk away feeling great.
Financial Planning Resources
Download Our Complimentary Guide
Tax Planning Guide
Your Roadmap To Reducing Taxes
After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.