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.

Let’s discover what you want your life to look like!

Demonstrating to you a proven process designed to help guide you to a successful retirement.