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Our Services

At Parsons Financial Management, LLC., we provide expert assistance in the following areas:

Investments Planning

  • College Savings Plans
  • Investment Advisory Services
  • Pension Design / Feasibility Studies
  • Insurance Plans
  • Budget Analysis
  • Risk Analysis
  • Asset Management / Money Management
  • Medicaid / Medicare Planning

Estate Planning

  • Wealth Transfer
  • Charitable Giving
  • Business Transfer
  • Family Perpetuation
  • Elder Care

Business Planning

  • Buy Sell Agreement Funding
  • Succession Planning
  • Deferred Compensation
  • 419 Planning
  • Employee Benefit Planning

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Full Brokerage Services
  • REITs
  • Government Securities
  • Annuities
  • Fixed
  • Variable

Retirement Planning

  • Distributions
  • Rollovers
  • Tax Efficiency Studies
  • Pension Plans (IRA, Roth, SEP, Simple, MP, etc.)

Insurance

  • Life
  • Disability
  • Long Term Care