As you prepare for retirement you may want an advisor to help you plan, answer questions and manage investments.
A financial advisor of Parker Financial, LLC, a registered investment advisor and an affiliated entity, will work with you to collaborate within the Retirement Budget Calculator, create and manage an investment strategy, help with tax planning and then monitor your plan to help you make the most of your retirement.
The next step is easy - book a free 15 minute discovery session. We’ll start by listening to you. Once we understand what you are looking for, we’ll outline our approach. If this sounds like a good fit for your situation, you can have us do a complimentary financial review.
Hi, my name is Jason Parker, Founder of the Retirement Budget Calculator and President of Parker Financial LLC, a registered investment advisor.
I created the Retirement Budget Calculator to help more people have a greater sense of confidence as they prepare for and transition through retirement. The calculator is a powerful tool for creating a detailed cash-flow plan as they prepare for retirement.
At Parker Financial LLC, our advisors collaborate with clients to develop retirement plans and manage investment strategies. We do this so individuals like you can work towards achieving clarity, confidence and the potential freedom to live the life you want.
If I can be of service to you in any way, don’t hesitate to contact me directly at (360) 337-2701.
The Retirement Budget Calculator is simple, easy, and powerful, but user error could be costly. If you are not careful, you could make a mistake that could produce inaccurate results. The first step is to have one of our financial advisers review your current investments, taxes and the data in the Retirement Budget Calculator and to review your plan for completeness and accuracy at your first appointment with us.
Fidelity Investments is our custodian, and you will have 24/7 access to your accounts. You can sleep soundly at night knowing that your money is in good hands thanks to our relationship with Fidelity, Vanguard, and Dimensional Fund advisers.
You deserve a retirement investment plan that is based on academic research and financial science, and it should be tailored to your risk tolerance and financial goals. Our risk assessment is based on decades of behavioral economic work and a Nobel prize-winning framework called prospect theory. Prospect theory tells us that people are loss averse. In other words, we feel the pain of losses more than the joy of gains.Our risk analysis is designed to help you optimize your investment approach for a specific level of risk that you are comfortable with. We want to assist you in making sure your money works hard in the good years and that you stick to your strategy when things are not going well with the stock market.
Your retirement is a journey, not a destination. Things will happen that are out of your control. We provide you with an annual review with one of our financial advisors and we are available throughout the year to help with your financial planning questions. We will track your progress and make any necessary adjustments along the way.
Independent Fiduciary. We are required to always act in your best interest regarding standards of honesty and disclosure and must not put our own interests ahead of a client’s interest.
Holistic Wealth Management. When it comes to your retirement, we want to understand how all of the different pieces of your financial puzzle are working and coordinate those efforts to help make sure your financial life is optimized and efficient.
Investment Management Grounded in Financial Science. You deserve a retirement investment strategy that is grounded in academic data and financial science. Parker Financial LLC offers a low-cost, diversified global investing approach across asset classes and sectors and we take care of portfolio rebalancing.
Fee Only Investment Advice. We charge a simple annual fee for investment portfolio advice and ongoing investment management.
Our firm and Fidelity working together for you. As your financial advisor, we're expected to make decisions about your money based on the highest degree of scrutiny. You can be assured that we use the same approach when choosing the service providers we employ to help meet your financial objectives. This is why we've selected Fidelity Investments (Fidelity) as our custodian.
Vanguard & Dimensional Fund Advisors. Vanguard has an excellent reputation for helping keep investment fees low on their mutual funds and exchange traded funds and offer a comprehensive suite of investments products to help with investment portfolio design for our clients. Dimensional's investment approach is grounded in economic theory and backed by more than 50 years of empirical research. With confidence in the markets, deep connections to the academic community, and a focus on implementation Dimensional helps us to apply insights from financial science to the investment portfolios we manage for our clients.