PARKER FINANCIAL GROUP
Where Do You Want Your Financial Roadmap to Take You?
Bringing Your Entire Picture Together, One Piece at a Time
At Parker Financial Group, family is at the core of everything we do. As a family-owned and operated business, our mission is to bring financial peace of mind to you and your family. To us, you’re not just a number or portfolio. You are our priority and we care about the things you care about. We approach your unique financial picture from a wide-angle lens, taking the time to get to know you and understand your goals, so that we can work together at achieving them.
As educators turned financial planners, we believe that education and understanding lays the groundwork for the success of your financial plan. In order for our clients to truly accept our financial advice, we believe they must understand it first. Utilizing our backgrounds in education, we don’t just present and tell, but rather TEACH our clients about their financial plan. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate your ever-changing financial journey.
Just as importantly, our relationship with our clients doesn’t stop with the presentation and implementation of a financial plan. We build long-term, trusted relationships that grow stronger as your life evolves. Launching your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. And as you experience each of these milestones, your financial picture is continuously being shaped and transformed. Together, we make sure these pieces continue to come together to form the picture you envision for you and your family.
OUR SERVICES
FOCUSED ON YOU
A cookie cutter approach to financial planning and investment management doesn’t effectively address your unique retirement goals. At Parker Financial Group, we take time to get to know you and your family – and your dreams for the future – before we provide our recommendations or develop your personalized financial plan. Our services and the financial plans we design vary with each client and their varying situation and goals. However, the one thing that always remains the same is that we are focused on you.
“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life”
- Suze Orman
DESIGNED FOR YOU
A NEW APPROACH TO PLANNING
Your financial picture is a puzzle – each piece uniquely shaped and significant. At Parker Financial Group, we utilize a comprehensive planning approach, taking all the pieces of your puzzle to construct the picture you envision for you and your family.
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future”
- Alexa Von Tobeln
SERVING INDIVIDUALS
We can help you create an approach that is designed to address your unique situation.
OUR
PROFESSIONALS
Our team approach offers a range of services to provide more benefits to our clients.
CLIENT
CARE
We cater to the needs of our clients by putting their interests before our own.
