Mission/Purpose

Parsons Financial Management, LLC
12664 Dundee Lane
Naples, Florida 34120
P: 860-729-4099
Email Scott

At Parsons Financial Management, LLC. our goal as a full service financial 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, they often miss out on many potentially rewarding financial opportunities. These same individuals also take unnecessary risks and fail to adequately protect their assets.

Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. 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 a top priority 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.