full-service financial planning
We understand that planning for retirement can be complicated, overwhelming, and entail lots of moving parts. Parker Financial Group was founded to work with individuals and families who are serious about planning their financial future.
By acting as your macro-manager, coordinating with other professionals such as Certified Public Accountants (CPA's) & Estate Planning Attorneys, we leave no stone unturned to help ensure you're properly positioned to live the retirement you want, make a huge impact, and leave a lasting legacy.
To earn your trust and become the last financial advisor you'll ever need to see.
Connor is the founder & president of Parker Financial Group and has worked with families in helping them toward their retirement goals. He has his Retirement Income Certified Professional (RICP®) designation and is equipped and deeply committed to seeing his clients design the lifestyle they want, make a huge impact, & leave a lasting legacy.
Born & raised in Virginia Beach, VA, Connor initially got his start in financial services after working for several years at his local church, at which point his passion for people & finance blossomed into a full time career. Connor wakes up every morning eager and excited to help his community create strategies to plan for their retirement dreams by using his financial planning process, The Retirement Launchpad.
Connor is also the author of, "Retirement Launchpad: Simplifying the Rocket Science of Retirement", and host of the podcast, "Stuff You Should Know About Money."
On top of being an RICP®, Connor has passed the Series 65 securities exam, as well as holds his Life, Health & Annuities license. When he isn't in the office you can find Connor cheering for the Red Sox, on the golf course, or hanging out by the fire with his wife, Kaitlyn, and mini-goldendoodle, Dodger.
DIRECTOR OF FIRST IMPRESSIONS
Kaitlyn brings an eclectic mix of experiences from the rigor and discipline it takes to be a D1 athlete at the University of Virginia, to a career evolving from sales & account management, to retail & people development, to a Master's degree in Strategic Communications - including experience in copywriting, content marketing, branding, and social media.
you should know
BIG FIRM RESOURCES OFFERED ON A
Personalized advice, custom fit to each individual client
Constant & proactive communication to ensure you don't miss a beat
Our clients are not just an "account number"
We're All About
Offering full service financial planning & ensuring you're positioned to live the retirement you want, make a huge impact, & leave a lasting legacy.
We're Not About
Pushing financial products that aren't in your best interest or focusing solely on making a large commission.
agree? we're LIKELY a great fit.
As a full-service financial planning firm, we offer personalized and comprehensive
services to help you meet your goals before and throughout retirement.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Parker Financial Group are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchase decisions.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Parker Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. 1008765-8/21
© 2021 Parker Financial Group LLC