Get To Know Parsons Investments

Uncertainty
Making Sense of Retirement Uncertainty

Market Risk
Investing Amidst Market Volatility

Inflation
The Risk of Losing Purchasing Power in Retirement

Taxes
The Parsons Tax Planning Process

The Parsons Approach
What to Expect in Your 1st Meeting

Derek’s Story
The Parsons’s Investments WHY

The 6 Considerations
Identifying The Risks You Face in Retirement

Fee-Only, Fiduciary, Independent
Three criteria to consider when choosing a financial advisor

Mortality
Financial Planning for Familial Loss

Liquidity
Assessing Your Cash Reserves

Longevity
Life Expectancy & Your Retirement

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.