Broker Check


 

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. 


Helpful Content

Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

The Other Sure Thing

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.