Provide investment advisory services (investment management). Provide verbal and/or written financial planning advice by a CERTIFIED FINANCIAL PLANNER professional in one or more of the following areas:
Comprehensive Financial Planning (review and organization of family’s wealth management strategy to include personal financial planning, education planning, investment planning, risk management, risk management, business planning, retirement planning, estate planning, planned giving and tax planning).
Personal Financial Planning (Analyze and evaluate current family finances; budget, cash flow management, balance sheet)
Investment Planning - (Furnish investment advice through consultation (does not include investment advisory services)
Planned giving and major gifts
Provide consultation by working side-by-side with your team of professional advisers. See allied professionals.
As a registered investment advisory firm, ADV Form, Part II is available to clients at anytime upon request.
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Disclaimer: Investment advisory services are offered through Parker Financial, LLC, a women owned independent fee only registered investment advisory firm in the state of Maryland. Custodian services are offered through Schwab Institutional a division of Charles Schwab & Co., Inc.; a non affiliated third-party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Any investments and strategies mentioned here may not be suitable for everyone. While every attempt is made to provide accurate information, we cannot guarantee the accuracy and completeness of this content. We do not provide legal or tax advice. Before implementing any strategy, please consult your accountant, legal counsel and/or other professional adviser. (1/7/11).