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
One of the major benefits of a 529 plan is the tax free growth, and tax free withdrawals for qualified expenses. Even if you are spending along the way, you could…
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…
Larry Harris and Betsy Mayes recently hosted a panel discussion at Parsec’s Longevity Forum where they explained the different types of CCRCs, things to watch out for and how to ensure you are making the best decision to fit your needs.
After the yield on the 10-year U.S. Treasury Bond – a widely used economic bell weather – bottomed in July 2016, interest
