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
For many people, charitable giving – either by giving money or time – is an important personal value. For those of you who already have charitable intent, then a bit of planning will ensure that your gift is optimized from a tax standpoint, which is a true win-win for both you and the charity you choose to support.
I’m big into rowing – I’ve competed in quite a few boat races as the coxswain. For non-rowers, it’s pronounced “cox-en” and as Business Insider puts it I’m the “motionless member in the back of the boat.” But don’t let that fool you – even though I’m not powering the boat, I’m playing an important role steering it and directing my teammates.
Elder financial abuse is the illegal, improper or non-consensual use or taking of an older adult’s funds, property or assets either in a relationship where there is an expectation of trust…
If you’re over 65, Medicare open enrollment is here (October 15 – December 7) so here’s a quick checklist of things to consider during this season of open enrollment…