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Financial Report

Have You Planned Your Retirement?

Robert specializes in helping business owners start and manage retirement plans and providing the participants the service they deserve.

MY SOLE MOTIVATION IS TO HELP FAMILIES PLAN THEIR RETIREMENT..

ROBERT SUTTON  |  PARTNER

The Importance of Retirement Planning

Identify Your Goals

Decide where you want to go and when you want to get there.

Evaluate Your Position

Look at your resources, income sources and options for your goals.

Choose Your Best Path

Chart a course and select the route that works best for your family.  

My Commitment to Clients

A Personal Relationship

Custom Financial Roadmap

Investing & Advice

FINRA Broker Check

Legal Disclosures

Contact Us

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Copyright © 2007 - 2023 Parsonex Enterprises, Inc. All rights reserved.  This site is designed for U.S. residents only. Financial professionals may only conduct business with residents of the states for which they are properly registered and through affiliates through whom they are appropriately registered, licensed and approved to conduct business.  Please note that not all of the products and services that may be mentioned are available in every state. 

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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. Securities offered through Parsonex Securities, Inc. or Parsonex Capital Markets, LLC Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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Advisory services are offered through Parsonex Advisory Services, Inc. and E. Magnus Oppenheim & Co., Inc.

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