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A Simple Plan You Believe In

Any successful journey begins with an understanding of where you are going. Once you have determined your destination you then need to be sure you know where you are at. Utilizing a road map we navigate ourselves to our destination. Financial strategies work the same way.
Our financial roadmap helps you:

  • Identify Your Current Financial Position
  • Determine Your Retirement Income Goal
  • Develop a Strategy for Achieving your Goal

Our program is customized with your numbers and offered on a complimentary basis to our clients. Developing a simple financial strategy that you believe in is the first critical step towards planning for retirement and other goals. The financial road map is not the product, but a powerful tool that helps guide the decisions you make along your journey of life.
Have you considered:

  • How much it will cost to retire?
  • How much money you will need on a monthly basis?
  • How much you need to set aside in order to provide enough income?
  • Where will your retirement income come from?
  • Will it be enough?

If you would like to see your customized analysis and explore answers to these questions and more, let one of our financial professionals help you. Contact one of our financial professionals.

Reviews

Financial planning is not an event…it’s a process!

It’s important that you evaluate your financial position on a consistent basis in order to measure your progress, make changes and adjustments, and continue on your road towards your goal of retirement.
As life happens, detours come up, and its important that you continuously update your road map with your financial professional.

We recommend that you meet with your financial professionals at least annually. Work with them to make sure that you have a review schedule that suits your needs.

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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