Estate Planning Edition
Working with people has been the single greatest source of pleasure that I have experienced throughout my career. Developing relationships that are focused on the attainment of life’s goals allows a close and intimate bond to form between advisor and client. Parsec Financial started in 1980, so we have developed many very long-term relationships with our clients. In many cases, we worked with professionals in their workings years, helped to transition them into retirement, and then saw them through the many stages of retirement. Naturally, we have seen a number of our clients pass away. Each time it saddens us but also inspires us. The stories and memories of our clients remain with us. These treasures inform us of the important duty we have to others and to serve as a reminder that our time is limited.