About Us — The Parker Financial Difference
Independent and Client FocusedParker Financial is independently owned and has no outside shareholders or corporate ownership. That means our clients’ interests are second-to-none, enabling us to recommend suitable financial products from the whole of the market rather than select areas of the market chosen by corporate interests.

Specializing in Retirement Your life, your health, your family, and your retirement are very serious matters. At Parker Financial, we believe the greatest and most capable hands for these matters are your own hands. Our focus on retirement will aid you in making the wisest and most informed decisions for your future.

Wealth Management

At Parker Financial we take a holistic view of your entire financial well being. It all starts with developing a financial plan around your goals and objectives. We are fee-based investment advisors, licensed insurance agents and, through a strategic relationship with a local team of CPA’s, offer our clients tax advice as well as CPA-prepared tax preparation. When it comes to your retirement, we want to understand how all of the different pieces of your financial puzzle are working and coordinate those efforts making sure your financial life is optimized and efficient.

Wealth Preservation

Will Rogers once said, “I am more concerned with the return of my money than the return on my money.” Most of our clients shift from a wealth accumulation mindset to wealth preservation in retirement, yet they need to keep an emphasis on long-term growth so their wealth is keeping pace with inflation. By taking a holistic approach to wealth management and focusing on risk mitigation, we incorporate our clients’ goals to create strategies that keep their money growing not just for their lifetimes, but hopefully, for many generations to come.

Fee-Based

In a traditional Commission-Based model, financial advisors do not receive compensation unless they sell a registered product or affect a security transaction. Therefore, when securities are bought and sold, the client pays commission fees. With a Fee-Based structure, financial advisors charge an annual fee for portfolio construction advice and ongoing investment management. Since the financial professional is paid an annual fee for providing services on the client’s behalf, there are no additional fees to generate transactions. With no hidden costs, this model serves our clients’ best interests.

Fiduciary Responsibility

Registered Investment Advisors are subject to a fiduciary standard which may be defined as the following: A fiduciary responsibility is an obligation to act in the best interest of another party. A fiduciary obligation exists whenever the relationship with the client involves a special trust, confidence, and reliance on the fiduciary to exercise his discretion or expertise in acting for a client. A person acting in a fiduciary capacity is held to a high standard of honesty and full disclosure in regard to the client and must not obtain a personal benefit at the client’s expense.

Locally Owned

Being a locally owned, community-minded firm that provides institutional-quality investment management services is a great advantage to our clients. Understanding our local community, being involved in volunteer efforts, committee participation, and philanthropic contributions all serve to develop and maintain a long-term relationship with our clients and their families.