Understanding Today’s Financial Environment
Welcome. We provide a complete suite of services for individuals, families and businesses to help them to plan for and manage the things that matter most in their lives and their businesses. At Parsons, we help people to identify and address their life objectives. We understand that your situation is unique, and we apply that understanding as we address both your immediate requirements and your long-range objectives.
We look forward to getting to know you, and to serving your financial needs for many years to come. Strong, enduring client relationships are paramount to us.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here’s a guide to explain all the parts of Medicare.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Ascertaining the value of your business is important for a variety of reasons.
In the face of divorce, making changes to insurance coverage may be overlooked.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.