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.
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.
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.