OUR PROCESS
HOW WE WORK WITH YOU
A cookie cutter approach to financial planning doesn’t effectively address your unique goals. At Parker Financial Group, we take time to get to know you and your family – and your dreams for the future – before we recommend an investment strategy or present you with a financial plan. Our three-step financial planning process is unintimidating, informative for both you and us, and effective.
GETTING TO KNOW YOU
We take the time one-on-one to understand your hopes, goals and family dynamics.
A PLAN
We create a customized plan, based on your risk tolerance and your investment preferences, and help you implement it.
FOLLOW UP
We work with you to periodically revisit your plan to meet your changing needs.
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.
