We can work side-by-side with you, in a team approach, to help facilitate integrated retirement planning and wealth management solutions for your clients. We work closely with all allied professionals, including:
estate and elder care attorneys
Additionally, we can work closely with other professional advisers to successful women executives and business owners, including:
small business bankers
retirement plan administrations
real estate professionals
executive and lifestyle coaches
elder care professionals
Parker Financial, LLC is an independent fee only registered investment adviser. To ensure that the firm's interests remain aligned with our clients, our compensation is not based upon commissions or transactions. Our objective is to always make recommendations solely in the client's best interest. We do not accept commissions, referral fees or other types of compensation for the products and services recommended from a third-party. Parker Financial, LLC fees are based upon hourly rates, flat fee or assets under management. To learn more about Parker Financial, LLC services, please call Christine today at 866-681-PLAN (7526.)
Parker Financial, LLC helps clients plan well to live well!
Call Today, Toll-Free: 1-866-681-PLAN (7526)
Disclaimer: Investment advisory services are offered through Parker Financial, LLC, a women owned independent fee only registered investment advisory firm in the state of Maryland. Custodian services are offered through Schwab Institutional a division of Charles Schwab & Co., Inc.; a non affiliated third-party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Any investments and strategies mentioned here may not be suitable for everyone. While every attempt is made to provide accurate information, we cannot guarantee the accuracy and completeness of this content. We do not provide legal or tax advice. Before implementing any strategy, please consult your accountant, legal counsel and/or other professional adviser. (2/6/2017).