Where past excellence
guides today’s planning
and tomorrow’s vision.
Where past excellence guides today’s planning and tomorrow’s vision.
At Parsec Financial, we recognize that priorities around money are different for everyone. And those priorities are shifting towards a higher purpose about what money can do. We develop each client’s path individually, making wealth management more meaningful.
FOR TODAY AND TOMORROW.
WHAT WE DO
Parsec Financial has a simple defining mission: We help guide clients to financial security. To do this we work with clients to create financial goals, create an investment strategy in accordance with those goals and maintain this focus through long-term investment management.
NEWS & INSIGHTS
A donor advised fund (DAF) is a charitable savings account, a type of charitable vehicle opened with a public charity, often a community foundation
Trade disputes have been an overhang on markets for much of the past two years, but lately have taken the lion’s share of headline space following the deterioration of the US-China trade negotiations…
Normally, we CPAs do not make these requests until we are in the throes of tax season. Let’s take a proactive look at steps you can take now.
Even if you don’t have a long-term, your money does, thus the importance of holistic financial planning.