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Financial Planning Services

Portrait Of Three Generation Family On Beach Holiday

A Simple Plan You Can Believe In

A Financial Roadmap provides a simple and understandable approach to developing a financial strategy for retirement. It’s important to understand information about your current financial position, to clearly identify goals, and work with a financial professional to evaluate personalized strategies to achieve those goals.

Planning for the future is a process not an event! We recommend families update their Roadmap on a consistent basis over time in order to track their progress towards their financial goals.

Competitive Products You Can Understand

As an independent financial services company we work with a variety of product providers to offer highly competitive financial products and services to our clients.

We are not tied to a particular provider and have the flexibility to work with several different companies. This allows us to always work with products which we believe offer the best service to you, our client!

A Personal Financial Professional

While most companies focus on products, we work with you to develop a solution. We believe that your behavior is the most important key to your long-term financial success. The quality of advice you either receive, or don’t receive, can often have a large impact on your behavior.

Our experienced financial consultants are committed to acting as the “architect” in helping you design a financial solution that is custom tailored to your personal needs.

As an independent financial services firm, we are committed to providing you simple solutions that can deliver powerful results. For more information on the different products we offer, contact a representative in the branch nearest you!

Our Roadmap is both customized and complimentary!

Solutions for…

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Individuals

Individual Plans
Individuals are increasingly having to take responsibility for their own retirement planning. Fortunately, there are a lot of good retirement planning options your financial professional can help you find and implement. Whether social security is there or not, in order to enjoy the lifestyle you want during retirement, it’s important that you plan ahead.

IRAs, ROTH IRAs, SEP IRAs, SIMPLE IRAs and more! Which one is right for you? Your Parsonex financial professional can help you develop a simple plan that you can believe in, identify competitive products that fit your needs, and meet with you regularly as your goals, objectives and needs change on your road to retirement.

  • Retirement Planning
  • College Planning
  • Mutual Funds
  • Variable Annuities
  • 529 Plans
  • Term Life Insurance
  • Long Term Care
  • Living Trusts


Companies

Company Sponsored Plans

Company sponsored retirement plans, like 401ks and other profit sharing plans, are often the only retirement plans that individuals participate in.

If you are a business owner…

  • Have you looked at your retirement plan lately?
  • Is your retirement plan financial professional meeting with you regularly to review your options?
  • Do your employees clearly understand the options available to them? With all the work you do, isn’t it important that you make sure the retirement funds you and your employees are going to depend on in the future are working for you?

Meet with one of our retirement plan specialists today and evaluate your current retirement plan as well as other options.

  • Retirement Planning
  • College Planning
  • Mutual Funds
  • Variable Annuities
  • 529 Plans
  • Term Life Insurance
  • Long Term Care
  • Living Trusts


Non-Profit Organizations

Non-profit Plans

Non-profit organizations have several unique needs in managing their portfolios.

Our representatives have access to leading money managers and are able to design a custom-tailored program that meets your specific needs. Our representatives help you design a custom portfolio, but more importantly, meet with the members of your organization and investment committee to ensure that your goals are being met.

Many organizations pay too much in management fees for too little in terms of professional management and superior service. Our approach to planning blends excellent third-party money managers, mutual funds, and other products with the outstanding service you come to expect from a Parsonex representative.

To find out more, contact us.

Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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