PRODUCTS & SERVICES
Parker Financial Group is a family-owned, independent financial services firm. We are not affiliated with any one company, and our business model is not predicated on the sale of proprietary financial products. This means we have no obligation to investment product providers and are not subject to sales quotas or directives that could provide incentives to sell particular products. This model is different from that of many other financial planning outlets, whose advisors are expected to sell only their company’s proprietary investment and insurance products. Being unconstrained by the priorities of a large firm allows us to focus on what matters most: working closely with you to develop and maintain customized financial planning and investment strategies designed to address your unique goals.
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COMPREHENSIVE FINANCIAL PLANNING
FINANCIAL PLANNING & STRATEGIES
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Individual and Family Planning
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Retirement Planning
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Estate Planning
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Tax Strategies
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Charitable Planning
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College Planning
RETIREMENT PLANNING PRODUCTS
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Traditional IRA
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Roth IRA
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SEP IRA
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Simple IRA
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Fixed Annuities
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Indexed Annuities
LIFE INSURANCE
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Short Term
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Long Term
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Business Overhead Expense
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Lump Sum
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Key Man
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Buy-Sell
DIABILITY INSURANCE
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Whole Life
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Term Insurance
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Universal Life
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Indexed Universal Life
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Guaranteed Universal Life
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Accelerated Underwriting Programs