News
Jason Parker recently invited to join the
Kitsap County Estate Planning Council – 8/9/201
“The goals of KCEPC dove-tail our own.” said Jason Parker, President of Parker Financial LLC. “It has always been our desire to work cooperatively with other professionals in our area to offer complete retirement packages for our clients including not only the services we offer as a Financial Planners but also those of local Estate Planning Attorneys and CPAs.”
The mission of the Estate Planning Council is to promote intelligent estate planning, an understanding of the areas of cooperation between professions, and the interest of members and the general public.
Membership in the Estate Planning Council is limited to professionals involved in estate planning with a minimum of 5 years experience in one of the following fields:
- Chartered life insurance underwriter;
- Chartered financial consultant or certified financial planner;
- Attorney at law;
- Certified public accountant;
- Representatives of trust companies or banks maintaining and operating trust departments; and
- Other professionals--At large members*
*At large members are individuals who are ineligible for membership by reason of a professional vocation not listed in categories 1 through 5 above, but who have been actively engaged in the field of estate planning for at least 5 years.
For more information visit their website at www.kcep.org
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Ciscoe Morris presents at Parker Financial LLC
Client Appreciation Event - 7/12/2010
TV personality and radio host, Ciscoe Morris, joined with Parker Financial LLC at Valley Nursery recently for a private client appreciation event. Ciscoe entertained the group with solid gardening advice and side-splitting personal anecdotes.
“I often say that I have the best clients in the world, and I wanted to let them know just how much I appreciate them. We have a number of avid gardeners in our client base so I knew Ciscoe would be a great fit. We try to hold a number of client appreciation events each year to say thank you,” said Jason Parker, President of Parker Financial LLC.
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Jason Parker voted in as member of KARE, the
Kitsap Alliance of Resources for Elders - 3/25/2010
“This is a real honor for me, and I’m excited about the work we’ll be doing in the community,” said Jason Parker, President of Parker Financial LLC.
Kitsap Alliance of Resources for Elders is a team of independent professionals who have come together to better serve the needs of older adults in our community.
Members of KARE have been chosen for their expertise within their respective fields as well as for a demonstrated record of compassion and caring in dealing with seniors. We are dedicated to informing, supporting and empowering older adults through our business and volunteer activities.
For more information on KARE and their upcoming KARE conference on health and wellness: "Nurturing A Healthy Brain" on March 30 ... visit www.kare-wa.com
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Jason Parker Attends Advisor Excels IRA College - 12/15/09
Jason Parker recently attended Advisor Excels’ IRA college in Topeka, Kansas.
“Tax season is upon us, and it is important that our firm stay abreast of the top IRA planning strategies so that our clients can make the changes needed in the new
year to best position their retirement funds,” said Jason Parker, President of
Parker Financial LLC.
Topics covered included:
1. IRA Mastery — Unique IRA Tax Reduction Strategies
2. Common Sense Investing — 5 Retirement Income Planning Solutions
3. Sound Money Strategies — strategies clients can employ during
difficult markets (like today’s)
4. Common Financial Mistakes — retirement planning
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Jason Parker recipient of the 40 under 40 award - 09/16/09Drawn from a pool of more than 75 entries, Jason was selected by a panel of judges as one of the 40 under 40 recipients. Recipients are considered Kitsap Peninsula’s most outstanding individuals based on their career success, community involvement and commitment to making a difference. These young men and women represent the next generation of business and community leaders who will help influence and direct the future of the Kitsap Peninsula and its growth. The judges were David LaRose, South Kitsap Superintendent of Schools; Kathryn Quade, Mayor of the City of Poulsbo; Scott Alexander, Director of Golf at Gold Mountain Golf Club.
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Heather Hughes of Parker Financial receives her Washington State Insurance License - 08/07/09Heather Hughes recently received her Washington State Life & Disability Insurance License. In order to become a licensed insurance producer in Washington State, a State approved pre-licensing class must be taken covering 20 hours of life insurance and 20 hours of disability insurance. The applicant must then pass a State certified exam.
“We are very excited that Heather has taken this step in getting her producer license,” said Jason Parker, President of Parker Financial LLC. “This will further equip her to provide outstanding customer service to our clients and provide her with the means for future advancements within the company.”
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Jason Parker receives Certified Retirement Financial Advisor designation - 06/26/09Jason Parker recently received his Certified Retirement Financial Advisor (CRFA™) designation.
“My firm has always been focused on meeting the needs of retirees, but I wanted to be able to give even more to my clients and the CRFA progam helps me do that,” said Jason Parker, President of Parker Financial LLC. “I feel it’s important to continue my education in order to best serve my clients and our community.”
The Society of Certified Retirement Financial Advisors awards the CRFA™ designation. CRFA graduates are generally experienced financial planners who desire to get a focused education in financial issues of special concern to retirees. This is the only designation focused on financial issues facing retirees. CRFAs complete a four-day program, pass a closed book final exam and must obtain 15 hours of continuing education annually.
Topics studied include:
1. How to structure retiree portfolios for increased income, less risk and reduced taxes
2. How retirees make financial decisions and skills for presenting to retirees
3. Estate and long term health planning
4. Tax issues specifically affecting retirees
5. Asset protection
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Redesigned Parker Financial Website Highlights Clients - 03/18/09Sam and Cherry, long-time community members, were the first to add their profile to Parker Financial’s new website at www.parker-financial.net.
“Our website needed an upgrade, and I wanted something that highlighted our clients and their unique stories,” said Jason Parker, President of Parker Financial LLC in Silverdale, Wash.
Sam served as Pastor at Mt. Zion Church, and Cherry taught at Olympic High School before retiring. Now they both enjoy traveling, visiting family and friends and appreciating the great Pacific Northwest.
The website was redesigned by William Herod Design, (206) 669-7294, www.williamheroddesign.com.
“William took my existing logo, listened to my vision and was able to blend the two together, coming up with a website that was right on the money. He was extremely easy to work with. I’m very pleased with how the website now looks and how timely William was in getting it completed, “ said Parker.
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Sound Retirement Radio - 02/27/09Jason Parker, President of Parker Financial LLC, is hosting a radio program specifically addressing investment and insurance for retirees.
“I believe people make better financial decisions when they are properly educated and this radio program can help accomplish that. With all of the financial turmoil we are experiencing today, now is the time for retirees to reconsider their goals and how they plan to achieve those goals,” said Parker.
His weekly broadcasts for Sound Retirement Radio can be heard on 1400AM KITZ Saturday mornings from 8am - 9am. They can also be heard over the internet at www.soundretirementradio.com or can be downloaded as podcasts directly from itunes.
His first broadcast is now available online. Listen, as he interviews Bill Cole of Bill Cole Retirement Planning about Long Term Care Insurance.
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Heather Hughes joins Parker Financial - 02/19/09Heather Hughes has joined our team as our new Office Administrator. Heather is a seasoned administrator with 10 plus years in office management, bookkeeping and systems administration. Heather's extensive experience makes her an excellent fit to take our office administration and customer service to the next level. I'm excited to be working with her. I'm confident that you will enjoy Heather's professionalism, courtesy and attention to detail. As you know we are always looking for ways to improve the level of service we provide you. Hiring Heather is another step in our pursuit to exceed your expectations.
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