WHY CHOOSE US
FAMILY-OWNED & OPERATED SINCE 1991
REAL PEOPLE
Call our office and talk to real people who are ready to answer your questions.
DECADES OF EXPERIENCE
Advisors with over 35 years of experience.
INDEPENDENT
No franchise, no quotas, and no minimums. We focus on your goals.
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.
An annual review session is time spent working with us to monitor your progress towards your goals, and adjust your plan when needed.
ANNUAL REVIEWS
LOOKING BACK
An annual review session looks back at all aspects of your financial plan for the past year to evaluate progress towards your goals.
ASSESSING THE PRESENT
We discuss changes in your life and other factors that may impact your financial plan.
PLANNING FOR THE FUTURE
With your present needs in mind, we adjust your plan to help you pursue your long-term goals.
INDEPENDENT
Parker Financial Group is an independent family-owned and operated business. Because we are independent, we are NOT captive agents subject to sales quotas or directives that could provide incentive to push particular products. We have no obligations to investment product providers. 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.