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Agency Profile:

Established in 1950, by Robert A. Parker, our firm has grown into a full financial services organization. We endeavor to build long-term relationships with our clients. Working as a team, we are able to dedicate ourselves to each client fully. Recognizing the importance of providing personalized insurance and investment services, we employ an in-depth interview process to  formulate a comprehensive insurance and financial program. We place the needs and objectives of our clients first, dedicating ourselves to the principle that our clients should receive the best, unbiased guidance when navigating the path to their objectives.


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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.