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

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.