How We Help
Comprehensive financial guidance tailored to your situation.
We believe our job is to find the right strategy for you. Whether you’re building assets, planning retirement, protecting your family, or navigating life transitions, we’re here to help with all of it. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Investment Management
Some clients want growth potential. Others want to protect what they’ve built. We use multiple asset strategies—mutual funds, ETFs, stocks, and alternative investments—to create portfolios that address your goals, comfort with risk, and timeline. You can even build custom portfolios that reflect your personal values and priorities.
Financial Planning
We start by understanding your goals, needs, and dreams. Then we analyze your current situation and create strategies to help you work toward where you want to go. As life changes—new jobs, growing families, health concerns, retirement—your plan can adapt through scheduled reviews and open contact.
Estate Planning
Whether you’re creating your first will, updating beneficiaries, planning for long-term care, or building multi-generational wealth transfer strategies, we help you create plans that provide for the people and causes that matter most to you.
Life Insurance & Income Planning
From protecting your family’s income if something happens to you, to creating reliable income streams in retirement, we help you evaluate options that fit your needs and budget without unnecessary complexity.
Retirement Planning
Will your savings last? How do Social Security, pensions (including PERS), and personal investments work together? When should you retire? We help answer these questions and create income strategies to support the retirement you envision.
Account Services & Support
From routine account maintenance and money movement to document organization and notary services, we handle the details so you don’t have to. Need a referral for legal or tax services? We can help with that too.
Neither Parsons Financial nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
