Parsec Financial is a fiduciary, as such we are required to place the interests of our clients in front of all else. It is a special role that we play, blending together trust, confidence and responsibility in our obligations to our clients. Many of our competitors are not fiduciaries because of conflicts of interest, either transactional based compensation or revenue sharing agreements from the products they recommend.
While we are a fiduciary for all our clients, it is very pertinent to our trust clients and retirement plan trustees. Trustees come to us for help with the procedural prudence that is necessary for them to control their fiduciary liability and obligations.
The strength of our service resides in our objectivity. The Fee-only model allows us to embrace the fiduciary standards. Our credentialed professionals are here to assist you with all aspects of trust and retirement planning.
Rick Manske, CFP