services

What We Do

We help manage money for individuals and families who are serious about planning their financial future.

Building a strong, flexible, renewable and sustainable financial portfolio is a lot like building a home.

The overall strength of a house is dependent on how well it's components - walls, floors, roof, and foundation - work together as a singular unit.

Likewise, a financial portfolio comprises a foundation, walls, roof, and even fencing. To get your fiscal house in order, all of these components should be reviewed regularly as part of an overall strategy. Over time, our financial assets must weather a multitude of uncertain conditions, including market swings, economic downturns, fluctuating interest rates, rising inflation and changes in our own lives.

If you're ready to develop your own fiscal house to withstand whatever life throws at you then...

You're in the right place.

FROM THE BOOK, retirement launchpad

“... for most Americans, planning for retirement often feels like rocket science, and this doesn't have to be the case. There has to be a better way. ”

- Connor Parker

“I never knew how great it could be working with a content creator who GETS it. Mathilde really gets it.”

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- rachel, photographer

The 5 Key Areas

WE HELP YOU MANAGE

of your current financial life. Our process is designed to help our clients achieve simplicity and confidence during their retirement years. 

INCOME
planning

investment
management

TAX MINIMIZATION strategies

HEALTHCARE
SOLUTIONS

LEGACY
PLANNING

CLICK BELOW TO LEARN MORE

01 - INCOME PLANNING

Our goal is to help ensure your expenses can be paid month to month with reliability & predictability for the rest of your life. This typically includes.

- Social security maximization strategies
- Income & expense analysis
- Inflation plan
- Spousal plan
- Comprehensive institutional money management

02 - investment management

Once your income plan is established, we'll create an investment plan for the remaining assets that you don't need to draw from month to month. This typically includes:

- Assessing your Risk Tolerance
- Adjusting your portfolio to reduce fees
- Volatility control
- Evaluating ways to help reduce risk while still working towards your goals
- Longevity protection
- Custom tailored portfolios

03 - tax MINIMIZATION strategies

Any comprehensive retirement plan will include a strategy to help decrease tax liabilities. This typically includes:

- Assessing the taxable nature of your current holdings
- Possible I.R.A. planning
- Strategizing ways to include tax-deferred or tax-free money into your plan
- Strategize which tax category to draw income from first to potentially reduce tax burden
- Discussing ways to leverage qualified money to leave tax-free dollars to your beneficiaries

04 - HEALTH CARE SOLUTIONS

We'll create a plan to help you address rising healthcare costs with a minimum expense, including:

- Looking at all aspects of Medicare, Parts A, B and D
- Analyzing options for Long-Term Care Plans
- Strategic alternatives to traditional Long-Term Care Plans

05 - LEGACY planning

It's important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner. By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:

- Maximize your estate and income tax planning opportunities
- Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
- Prevent your IRA and qualified account from becoming fully taxable to your beneficiaries upon your death

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 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 purchasing decisions. 

retirement launchpad process

To help you view your retirement strategy from every angle, we've created the PFG Retirement Launchpad Process.

the

Discover

Schedule a complimentary Retirement Launchpad Review session to evaluate your current financial situation and determine your retirement needs. 

Plan

By considering and working to optimize the 5 key areas of your financial life, we'll present you with a personalized plan that's ready to implement.  

Review

With ongoing monitoring and maintenance, we'll continue to review your financial plan to help ensure you're able to live out the retirement you imagined.

SCHEDULE A RETIREMENT LAUNCHPAD REVIEW

STEP 1

STEP 2

STEP 3

We can also refer you to professionals who provide the following services:

Trusts  /  Probate  /  Estate Planning
Charitable Giving  /  Tax Planning

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With Us

Schedule a complimentary Retirement Launchpad Review session to evaluate your current financial situation and determine your retirement needs. 

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

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