Welcome Allied Professionals
We can work side-by-side with you, in a team approach, to help facilitate integrated retirement planning and wealth management solutions for your clients. We work closely with all allied professionals, including:
- estate and elder care attorneys
- tax accountants
- wealth advisers
- insurance advisers
Additionally, we can work closely with other professional advisers to successful women executives and business owners, including:
- small business bankers
- retirement plan administrations
- real estate professionals
- executive and lifestyle coaches
- elder care professionals
- others
Parker Financial, LLC is an independent fee only registered investment adviser. To ensure that the firm's interests remain aligned with our clients, our compensation is not based upon commissions or transactions. Our objective is to always make recommendations solely in the client's best interest. We do not accept commissions, referral fees or other types of compensation for the products and services recommended from a third-party. Parker Financial, LLC fees are based upon hourly rates, flat fee or assets under management. To learn more about Parker Financial, LLC services, please call Christine today at 866-681-PLAN (7526.)
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