top of page

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.

COMPREHENSIVE FINANCIAL PLANNING

  • Statement of your objectives

  • Net worth analysis

  • Retirement income analysis

  • Illustration of your LIcurrent and our recommended asset allocation

  • Retirement savings and income analysis

  • Specific investment recommendations

  • Insurance review (life, long-term care, liability)

  • Estate planning observations and recommendations

  • Clear and complete disclosure of all fees associated with becoming a client of Parker Financial Group

FINANCIAL PLANNING & STRATEGIES

  • Individual and Family Planning

  • Retirement Planning

  • Estate Planning

  • Tax Strategies

  • Charitable Planning

  • College Planning

RETIREMENT PLANNING PRODUCTS

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Fixed Annuities

  • Indexed Annuities

LIFE INSURANCE

  • Short Term

  • Long Term

  • Business Overhead Expense

  • Lump Sum

  • Key Man

  • Buy-Sell

DIABILITY INSURANCE

  • Whole Life

  • Term Insurance

  • Universal Life

  • Indexed Universal Life

  • Guaranteed Universal Life

  • Accelerated Underwriting Programs

bottom of page