Financial Planning

Parrott Wealth Management, LLC offers comprehensive financial planning for individuals and families.   We will work together as a team to construct a customized and unique plan that is a written representation of your financial goals.   The comprehensive financial plan will cover everything from education planning to retirement planning and all points in between.   The financial plan will help align your investments to your financial goals.   The financial plan is our starting point on the way to realizing your financial dreams.

Financial Planning Areas

  • Retirement
  • Education
  • Special Needs Planning
  • Charitable and Philanthropic Planning
  • Income Distribution Planning (how to turn your assets into a lifetime stream of income).
  • Social Security Optimization.
  • Cash flow and Debt management
  • Life insurance review (how much and what type is right for your current situation.)
  • Roth IRA conversions
  • IRA and Required Minimum Distributions.
  • The above items are a short list of the planning services we offer.   
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