Achieve financial confidence in retirement. Our team of fiduciary advisors at Parker Financial, LLC, can manage your investments with precision and care, aiming to align with your personalized financial plan created in the Retirement Budget Calculator.
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Independent Fiduciary. We act solely in your best interest, prioritizing honesty, transparency, and your financial goals.
Holistic Wealth Management. Your financial puzzle deserves a complete and seamless strategy—one that optimizes all aspects of your wealth.
Investment Management Based on Financial Science. Build a diversified portfolio tailored to your goals and risk tolerance, managed with data-backed strategies and Nobel prize-winning frameworks.
Simple and Transparent Fees. Our fee-only model is straightforward—1.12% annually for assets up to $2M, and 0.62% for assets above that, with a $500,000 minimum investment.
Strategic Partners You Can Trust . We leverage trusted custodians like Fidelity Investments and low-cost investments from Vanguard and Dimensional Fund Advisors for your portfolio.
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Start with a comprehensive review of your Retirement Budget Calculator data, current investments, and taxes.
Transfer your accounts to Fidelity Investments, where you’ll have 24/7 access and the confidence of working with an established custodian.
Optimize your investments for growth, stability, and sustainable income. Using a tailored risk assessment based on cutting-edge research and Nobel prize-winning frameworks, we design an investment strategy that balances your need for income in retirement with long-term growth potential. Our goal is to ensure your portfolio is designed to support your lifestyle while protecting against market volatility.
Retirement is a journey. With regular reviews, rebalancing, and adjustments, our Wealth Managers manage your plan to evolve with your needs.
At Parker Financial LLC, you’ll have access to the expertise of Jason Parker, RICP®, a trusted leader in retirement planning:
Jason’s years of experience, combined with his commitment to education and innovation, help ensure that your financial plan is grounded in proven strategies and tailored to your unique goals. When you work with Parker Financial, you’re partnering with the only advisory firm with exclusive access to the proprietary Retirement Budget Calculator—a powerful tool designed to help retirees create detailed cash-flow plans. Jason has dedicated his career to helping people achieve clarity, confidence, and the potential freedom to live the life they want in retirement.
