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Our Advice
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:
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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).
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Personal Financial Planning (Analyze and evaluate current family finances; budget, cash flow management, balance sheet)
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Education Planning
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Investment Planning - (Furnish investment advice through consultation (does not include investment advisory services)
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Risk Management
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Business Planning
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Retirement Planning
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Estate Planning
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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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Client Satisfaction Survey
Parker Financial, LLC's top priorities are to provide exceptional client service and meet the needs of our clients.
To achieve these goals, we have tailored a Client Satisfaction Survey.
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