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Financial Planning

financial planning

Creating, Growing & Preserving Your Wealth

 

Parrott Financial serves as a link between your business and the multitude of investment and insurance options available. Through strong client relationships and exceptional customer care, Parrott Financial 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, 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.

 

 

Securities Offered through Capital Investment Group, Inc., 17 Glenwood Ave. – Raleigh, NC 27603, PO Box 32249 – Raleigh, NC 27622, 919-831-2370, Member FINRA/SIPC

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