Our Services

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

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

Investment Planning
  • College Savings Plans
  • Pension Design
  • Budget Analysis
Money Management
  • Portfolio Design
  • Asset Management
  • Investment Advisory Services
Estate Planning
  • Elder Care
  • Medicare/Medicaid
  • Wealth Transfer
  • Charitable Giving
  • Succession Planning
Business Planning
  • Buy/Sell Agreement Funding
  • Deferred Compensation
  • Business Transfers
  • Employee Benefit Planning
Retirement Planning
  • Distributions
  • Rollovers
  • Tax Efficiency Studies
  • Pension Plans (IRA, Roth, SEP, Simple, MP, etc.)
Insurance
  • Life, Disability, Long Term Care
  • Annuities
  • Risk Analysis