Collaborate with a Wealth Manager to help you live the life you want with confidence. As you prepare for retirement, you may want a Wealth Manager to help you plan, answer questions, and manage investments.A financial advisor from Parker Financial, LLC, a registered investment advisor and an affiliated entity, will work with you to collaborate within the Retirement Budget Calculator, create and manage an investment strategy, help with tax planning, and monitor your plan to help you make the most of your retirement.
The next step is easy – book a free discovery session. We’ll start by listening to you. Once we understand what you are looking for, we’ll outline our approach. If this sounds like a good fit for your situation, you can have us do a complimentary financial review.
Independent Fiduciary. We always act in your best interest with standards of honesty and disclosure, never putting our own interests ahead of yours.
Holistic Wealth Management. We understand how all the pieces of your financial puzzle work together to ensure your financial life is optimized and efficient.
Investment Management Grounded in Financial Science. You deserve a retirement investment strategy grounded in academic data and financial science. Parker Financial LLC offers a low-cost, diversified global investing approach across asset classes and sectors, taking care of portfolio rebalancing.
Fee Only Investment Advice. We charge a straightforward annual fee for investment portfolio advice and ongoing planning, starting at 1.12% of assets under management, with a minimum investment of $500,000.
Our firm and Fidelity working together for you. As your financial advisor, we're expected to make decisions about your money based on the highest degree of scrutiny. You can be assured that we use the same approach when choosing the service providers we employ to help meet your financial objectives. This is why we've selected Fidelity Investments (Fidelity) as our custodian.
Vanguard & Dimensional Fund Advisors. Vanguard has an excellent reputation for helping keep investment fees low on their mutual funds and exchange traded funds and offer a comprehensive suite of investments products to help with investment portfolio design for our clients. Dimensional's investment approach is grounded in economic theory and backed by more than 50 years of empirical research. With confidence in the markets, deep connections to the academic community, and a focus on implementation Dimensional helps us to apply insights from financial science to the investment portfolios we manage for our clients.
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The Retirement Budget Calculator is simple, easy, and powerful, but user error could be costly. The first step is having one of our Wealth Managers review your current investments, taxes, and the data in the Retirement Budget Calculator to ensure completeness and accuracy at your first appointment with us.
Your retirement investment plan should be based on academic research and tailored to your risk tolerance and financial goals. Our risk assessment is based on decades of behavioral economic work and a Nobel prize-winning framework called prospect theory. We help you optimize your investment approach for a risk level you're comfortable with, ensuring your money works hard during good years and that you stick to your strategy when the market is volatile.
Fidelity Investments is our custodian, providing 24/7 access to your accounts. Rest easy knowing your money is in good hands thanks to our relationship with Fidelity, Vanguard, and Dimensional Fund Advisors.
Retirement is a journey, not a destination. Unexpected events will occur, but we provide annual reviews with a Wealth Manager and are available throughout the year for your financial planning questions. We track your progress and make necessary adjustments along the way.
Hi, my name is Jason Parker, Founder of the Retirement Budget Calculator and President of Parker Financial LLC, a registered investment advisor.
I created the Retirement Budget Calculator to help more people gain confidence as they prepare for and transition through retirement. The calculator is a powerful tool for creating a detailed cash-flow plan for retirement.
At Parker Financial LLC, our advisors collaborate with clients to develop retirement plans and manage investment strategies so individuals like you can achieve clarity, confidence, and the potential freedom to live the life you want.
If I can be of service to you in any way, don’t hesitate to contact me directly at (360) 337-2701.
