Rick Manske

Wheel of Life Exercise

Our core ideology is that “we help our clients, employees and communities thrive.” It sounds easy enough, but we all know that thriving can be elusive, and it is not always the place we find ourselves as a company, individual or community.

“What If” Contingency Planning

We want to ensure you are thriving, as living a healthy and successful life is truly priceless. Of all the steps that can be taken toward financial security and peace of mind, planning our own death and incapacity is the least popular. Life goals dominate our consciousness, and these goals are often about ourselves. Estate planning is not as much about us as it is about the people and things that we love.

Longevity Keynote

Watch our CEO’s keynote from our 2022 Longevity Forum. Learn how the current market turmoil relates to earlier bear markets and how to shift your mindset away from the day-to-day markets and instead focus on factors within your control to help focus on your physical and mental well-being. Scroll down to watch the replay and/or view the presentation.

Watch other replays from our event: parsecfinancial.com/longevity-forum

Common Money Personalities

Successful people come in a variety of types, but a common denominator in successful people is that they have a good awareness of their own personality with money. Money personalities affect the way we behave when making financial decisions and how we go about spending, saving and investing.

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