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. Our financial planning process is vigorous and utilizes state-of-the-art technology.

If you desire to turn your hobby into a business or launch a second career after you retire, we can help you develop a business plan. Your business plan can include an executive summary, mission statement, financial projections, competitive analysis, and financial projections.  We want to help you succeed and prosper with your new venture.

Our financial plan is a stand-alone, advice-only model if you want to manage your assets or retain your current advisor. We waive our fee if you want us to invest your assets.

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