Financial Planning

Your Partner in Tailored Benefit Solutions

Parrott Insurance & Benefits serves as a link between your business and the multitude of investment and insurance options available. Through strong client relationships and exceptional customer care, we will create a custom financial plan tailored to your business’s unique needs and goals.

Our advisors hold CLU® and CFP® certifications, the most respected designation of industry expertise.

Our goal is to guide your business through the ever-changing, regulatory world with informed and client-focused decisions aimed at making you comfortable with and confident in your employee benefits package.

Planning Strategies:

  • 401(k) Management
  • Executive Compensation Plans
  • Key Employee Insurance
  • Buy-Sell Agreement Funding
  • Business Continuation Planning

Employer Sponsored Retirement Planning

  • Work closely with plan trustee(s) and plan administrators to meet fiduciary responsibilities.
  • Promote employee understanding of retirement benefits through on-site and virtual enrollment and education events.

Business Continuity Planning

  • Work with business owners to protect business assets through buy/sell and key employee insurance planning.

Resources

All downloadable files are in PDF format unless otherwise noted. If you do not have Adobe Reader you can get it here free.

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