Where it’s never too early to plan for wealth and get investment advice.
Balancing careers, paying off student debt, saving for your kids’ college and affording that forever home are just a few of the challenges you face when accumulating wealth. This service is for clients whose portfolios are in the growth phase and need financial planning and investment advice.
With Parsec’s emerging wealth service you receive financial planning and your investments are managed as needed, including investment advice on other investment accounts like workplace retirement accounts and 529 college savings accounts.
Topics that matter to you:
Student loan repayment strategies
Guidance in areas of estate and insurance planning
Budgeting, cash flow planning, and retirement savings strategies
Education funding and planning
Consultation on employee stock programs, selling a business or refinancing your home