Financial Planning

Parrott Wealth Management offers comprehensive financial planning for individuals and families.   We’ll construct a customized and unique plan to help you identify your financial goals and dreams.  Your financial plan is the cornerstone of what we do for you at Parrott Wealth Management and it will align your investment holdings to your financial goals.

Financial Planning Areas:

  • Retirement Planning.
  • Income Distribution Planning.
  • Social Security Optimization.
  • IRA and Required Minimum Distributions.
  • Investment Review.
  • Bear Market Stress Test.
  • Portfolio Comparison.
  • Charitable and Philanthropic Planning.
  • Education Planning.
  • Special Needs Planning.
  • Cash flow and Debt management.
  • Life Insurance and Long-Term Care Planning.
  • Roth IRA Conversions.
  • And much more...   

Ask and it will be given to you; seek and you will find; knock and the door will be opened to you. ~ Matthew 7:7