Guiding You Financially Through Your Loss

We are so sorry for your loss. Losing a loved one is emotional, stressful and exhausting. Let us guide you through the financial transitions that lie ahead for you. We will be here for you every step of the way.

Throughout Life’s Ups and Downs, We Are Here

Sadly, losing a spouse is a harsh reminder that life ultimately charts its own course with unexpected ups and downs. While no one can predict the death of a loved one, we believe that sound financial planning can help those left behind have one less thing to worry about in the wake of the loss. Let us focus on your financial well-being so that you can focus on your emotional well-being. You have good reason to trust your partnership with Parsec Financial. With $4.08 billion in assets under management as of March 31, 2022, we have the history and experience to help you succeed.

Latest Thought Leadership:

Financial To-Dos in the Aftermath of Losing a Loved One

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in.

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The Importance of a Beneficiary Designation

A beneficiary designation states to whom your assets will pass after your death. These types of designations are assigned to specific assets. For example, your employer’s 401k plan will have a beneficiary designation, which is separate from your personal IRA.

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I Received an Inheritance, Now What? - Parsec Financial

I Received an Inheritance, Now What?

At some point in your life, there is a chance that you will inherit money or assets left from a grandparent, parent, or other family member. When someone that you love passes away, it is an emotional experience and going through the process of inheriting the assets they chose to leave you can add to the rollercoaster of emotions.

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Meet With a Financial Advisor:

Using Our 40+ Years of Excellence to Help You Thrive

Get in touch with a Parsec Financial representative at an office near you.

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