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Our Firm

ourfirm3At Parsons Financial Management, LLC our goal as a full service financial services organization is to assist our clients in reaching the highest degree of wealth accumulation consistent with each person's own risk tolerance.  Many individuals regard financial planning as complex and confusing, and we would like to assist our clients in finding potentially rewarding financial opportunities.  We also want to help  clients avoid taking unnecessary risks and which could lead to failing to adequately protect their assets.

Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.  By helping you acquire the information you need to pursue your financial objectives, we hope to establish a trusted long-term relationship with you and your family.  Through this educational process we assist each client in clarifying and prioritizing their personal, financial and emotional needs.

We believe that tax planning and retirement planning should be top priorities for individuals and families of all ages and income ranges.  This process allows us to select the appropriate investment vehicles consistent with a suitable asset allocation for each of our clients.  Parsons Financial Management, LLC provides direction and focus, helping clients turn their financial dreams into reality.