Jason Parker voted President of KARE - 01/11/12"Richard Tizzano has done a great job the past two years leading us. He has set the groundwork, and I’m excited to get the chance to build on it,” said Jason Parker, KARE President and President of Parker Financial LLC. “Our goal is to continue reaching out to the community and making resources available to them. I’ve already started contacting possible speakers for our annual conference.”
Richard Tizzano, Elder Law Attorney, has served the past two consecutive years as President. Kitsap Alliance of Resources for Elders (KARE) 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.
John Maxwell Event Fundraiser a Success - 11/01/11Due to the joint efforts of John Maxwell, Parker Financial LLC, Haven in Allyn, Richard Tizzano & Next Door Home Services more than $10,000 was raised for ShareNet, a food bank, in Kingston at the recent John Maxwell event.
Upwards of 200 people attended the workshop to hear author and leadership expert John Maxwell speak about the 5 levels of leadership.
"Not only did we help raise money for a great cause, but we were able to offer an educational opportunity to our community learning from an amazing speaker and leader in John Maxwell," said Jason Parker, President of Parker Financial. "I know I walked away feeling more empowered and confident about how I want my business to continue to meet my client's needs. I can only guess that everyone else did as well."
Parker Financial is committed to offering educational opportunities to the community, and sponsors monthly financial workshops for pre-retirees & retirees.
Heather Henrichsen recipient of the 40 under 40 award - 10/19/11Drawn from a pool of more than 75 entries, Heather 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.
Parker Financial sponsors John Maxwell Event - 09/01/11Dr. John Maxwell, a leadership expert & bestselling author, is making a rare appearance to the Pacific NW. He'll be sharing inspiring and applicable principles from his latest book on Nov. 1 at the Bremerton Waterfront Conference Center. All proceeds of the event will go to ShareNet in Kingston, a local food bank.
"I've been a reader of John Maxwell's books for quite awhile now, and I jumped at the chance to help sponsor this event," said Jason Parker, owner of Parker Financial LLC. "John's messages about effective leadership will be invaluable to business leaders in Kitsap County, and it dovetailed with helping those less fortunate in our community."
Local Financial advisor, Jason Parker, publishes a book on how to thrive in retirement – 5/6/2011
Jason Parker, President of Parker Financial LLC, has published his first book, Thriving in Retirement. As the president of a wealth management firm that specializes in retirement, Jason has met with hundreds of people and has created a system, outlined in his book, to help them outpace inflation, provide income for life and reduce stock market volatility.
His book will be available at the local Barnes & Noble as well as online beginning May 1, 2011. For more information about the book or where to purchase please visit www.thriving-in-retirement.com.
“Jason Parker has done an excellent job of coupling spot-on financial environment analysis, investment strategy, estate planning, and tax-efficient cash flow with a format that is accessible to all readers. Regardless of whether you are currently in retirement or still several years away from retirement, I would recommend this book,” said Johnnie L. Hawkins, CPA, Parker, Mooers & Cena, PS, Old Town Silverdale, Wash.
Jason Parker will be hosting a book signing event at the Silverdale Barnes & Noble Tuesday, May 10, 11am to 1pm. He will have 60 1st edition copies available for signing at the event. The 1st 100 patrons receive a free coffee at the Starbucks located inside Barnes & Noble.
“Ten thousand baby boomers are retiring every day and most have not considered that they need to change their investment strategies once they transition into retirement. Successful investing while they are still working is not the same as successful investing when retired. The goals switch from growing capital to preserving capital and making it last throughout their retirement,” said Author Jason Parker.
Jason Parker to serve on Martha & Mary Campaign Feasibility Study Committe – 9/15/2011
Jason Parker, President of Parker Financial LLC, has agreed to represent the community by serving on the Martha & Mary Campaign Feasibility Study Committee.
“Robert Gelder, Director of Fund Development at Martha & Mary, asked me to consider being a member of the committee because of my valuable perspective as they determine the future direction of their center.” said Jason Parker, President of Parker Financial LLC.
The committee will provide oversight to the study process and forward findings and specific recommendations to the Martha & Mary Board of Directors.
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.
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
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
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.
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.”
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
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.
“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.
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.
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.
