Do you have a specific area of focus?
I focus on retirement planning, financial planning and investment management.
Can you help my company establish a corporate retirement plan?
Yes. I can help you and your company set up a 401(k) plan or any other type of corporate retirement account. I can act in a 3(21) or 3(38) fiduciary capacity.
Do you provide workshops for corporations?
Yes. I provide educational workshops to corporations and their employees. The workshops cover retirement planning, investment management, or financial wellness.
Can you help me with my company retirement account?
Yes. I can help you set up your company retirement account. I can assist you with investment selection, asset allocation and contribution amounts.
Do you offer a complimentary consultation?
Yes. In addition, there’s no obligation to work with Parrott Wealth Management after the completion of your financial plan.
What is a registered investment advisor?
A Registered Investment Advisor is defined by The Investment Advisers Act of 1940 as a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications." An investment advisor has a fiduciary duty to his or her clients, which means that he or she has a fundamental obligation to provide suitable investment advice and always act in the clients' best interests. (Investopedia)
Are you a fiduciary?
Yes. I am a fiduciary.
How long have you been in the investment and financial planning industry?
I have been practicing as a financial advisor and financial planner since 1989.
Are you a Certified Financial Planner?
I am a Certified Financial Planner practitioner and have held this designation since 2003.
What is Parrott Wealth Management?
Parrott Wealth Management is a fee-only investment management and financial planning firm. We work with individuals who want to live a purposeful retirement.