Process

Plan. Your financial plan is the cornerstone of what we do for you at Parrott Wealth Management. Your unique, customized plan will help guide you through your retirement years with a peace of mind.  Your financial plan includes an investment review and fee audit of your existing holdings. We’ll also identify and evaluate your risk tolerance.

Invest. Your investment portfolio is a function of your financial plan. Your investments are chosen based on time tested results and they’re aligned with your financial plan and risk tolerance level. 

Repeat. Through quarterly reviews, a monthly newsletter, and constant communication we’ll review your financial plan and investment accounts to make sure they’re still meeting your goals.  Our process of plan, invest and repeat will keep you moving forward on the road to financial success.

Plan. Invest. Repeat. ™

Watch out that you do not lose what we have worked for, but that you may be rewarded fully. ~ 2 John 1:8

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