We Deliver an Exceptional
Client Experience

Just as having a financial plan in place is essential to your long-term success as an investor, Parker Financial Group believes that having a business plan in place that prioritizes an exceptional client experience is vital to our long-term success as an independent firm. Frequent and transparent client communication is central to that plan.

As one of our valued clients, you can expect a personalized written financial plan and careful implementation of the agreed-upon recommendations, regular contact through calls and newsletters, annual in-person review meetings and email updates, and frequent opportunities to attend seminars and educational workshops. Additional contact is always available according to your needs.

Education Is At The Root
Of All We Do

We utilize an education-based planning approach for integrated, objective and coordinated financial solutions, allowing us to transform our clients from consumers of financial products to owners of their financial future. As educators turned financial planners, we believe that education and understanding lays the groundwork for the success of your financial plan. We don’t just present and tell, but rather, we TEACH our clients. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate your ever-changing financial journey.

Being Independent
Matters

Parker Financial Group is an independent family-owned and operated business. Because we are independent, we have no obligation to products or services from a single company or family of companies. Being unconstrained by the priorities of a large or captive firm allows for our only obligation to be to you, our client. Our focus is solely on what matters most: working closely with you to develop and maintain customized financial planning and investment strategies designed to address your unique goals.

The CERTIFIED FINANCIAL
PLANNER™ Difference

The CFP Board sets and enforces standards that define professionalism for financial planning, and only financial advisors who have fulfilled the rigorous certification and renewal requirements of the CFP Board can display the CFP® certification trademarks, recognized as the standard of excellence for competent and ethical personal financial planning. Sara and Les are among this select group of CERTIFIED FINANCIAL PLANNER™ professionals, which represents just 20% of all financial advisors.*

For more information about the advantages of working with a CERTIFIED FINANCIAL PLANNER™ professional, visit the CFP Board.

*Source: CFP Board, Why CFP® Certification Matters

Ethics Pledge

Since 2001, the National Ethics Association (NEA) has helped business professionals build their businesses on a foundation of trust, ethics and best practices. Parker Financial Group is a proud registered member of the National Ethics Association and has taken the ethics pledge. The NEA is committed to helping businesses service their customers with knowledge and integrity by providing educational resources and content encouraging and promoting ethics in business and beyond. NEA is also devoted to aiding consumers with the increasingly complex task of conducting due diligence on business professionals. This results in greater peace of mind for skeptical consumers and also rewards those worthy of their trust. 

Fiduciary

While there are many qualified advisors in the financial services field, only advisors held to a fiduciary standard are required to put your interests above all else. As a fiduciary, we have a legal obligation to exercise full disclosure and be transparent. The fiduciary process includes working with you to define your goals, gathering your financial data, listening to your concerns and developing wealth management strategies and steps that can best help you achieve your goals.