Parsec Financial brochure
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
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Parsec Financial
Giving Away Your Cake (And Eating It, Too) AKA Charitable Remainder Trusts
When thinking about our own personal assets we have many choices. We can hold on to them (having our cake), swap them out (trading for a different cake), or sell them and buy a consumable asset (eating the cake).
Parsec Financial Overview
Below is an overview presentation to help you quickly get to know us and what makes us unique! Thanks for taking the time to learn more.
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is not challenging enough, try figuring out how to find the right financial advisor for you. The marketplace is loaded with brokers, insurance agents and financial advisors promising to put you on the path towards financial security. Nevertheless, how do you differentiate their claims and find the trusted partner that is right for you? To do so, it is important to examine the many differences in advisors, their offerings and their obligations to you – their potential client.
Passive Vs. Active Investing
This whitepaper examines the differences, risks and benefits of passive versus active investments, as well as the factors driving the continuing investor preference for passively managed strategies. We’ll discuss why investing in an all-passive mix does not remove all decisions that an investor needs to make with regard to their portfolio. Finally, we’ll review the guidelines we use at Parsec Financial to determine an optimal mix of active and passive investments.
Parsec Financial Advisor Scott Kittrell Receives Certified Financial Planner™ (CFP®) Designation
Parsec Financial is proud to announce that Southern Pines-based Financial Advisor Scott Kittrell has received his CERTIFIED FINANCIAL PLANNER™ certification.
