Parsonage

Our Vision

At Parsonage Financial, we help individuals and businesses achieve financial clarity, security, and growth through tailored financial planning. We believe in a holistic approach that considers your unique circumstances, goals, and aspirations to create a roadmap for success.

Who We Are

Our team of experienced financial planners are passionate about providing individual attention and guidance to our clients. We take the time to understand your financial situation, aspirations, and anxieties to create a personalized plan that aligns with your unique needs. We work collaboratively with you every step of the way, reviewing and adjusting your plan as your life and financial landscape evolves.

For Individuals

• Retirement Planning: Ensuring you have a secure and sustainable retirement plan through various savings and investment options.
• Investment Management: Building and managing a diversified portfolio aligned with your risk tolerance, goals, and financial situation.
• Tax Planning: Optimizing your taxes through careful planning and utilization of available deductions and credits.
• Estate Planning: Creating a robust estate plan that protects your assets and ensures your wishes are fulfilled after your passing.

For Businesses

• Employee Benefits Consulting: Developing and implementing tailored employee benefit plans that attract and retain talent.
• Retirement Plan Consulting: Maximizing your defined contribution plans to reduce taxes and boost your employee retention.
• Company Protection Planning: Implementing strategies to mitigate financial risks and ensure business continuity.
• Succession Planning: Planning for the smooth transition of ownership and leadership within your company.

Our Approach

Our financial planning process is driven by your goals and aspirations. We use a collaborative approach that involves:

• Discovery: Understanding your financial situation, goals, and anxieties.
• Analysis: Evaluating your financial health and identifying potential areas for improvement.
• Planning: Developing a tailored financial plan with specific actions and timelines.
• Implementation: Guiding you through the implementation of your plan and regular review and adjustment to ensure it remains relevant and effective.

Our Beliefs

• Client-centered: We prioritize your needs and goals in every interaction.
• Transparency: We provide clear and concise explanations of your financial options and the rationale behind our recommendations.
• Sustainability: We consider the long-term impact of our financial planning strategies on your financial well-being and the broader environment.