Our service includes personal financial planning and asset management.   We will help you define and reach your financial goals. This means creating a plan tailored specifically to your situation and investing your assets with your financial plan at its focus.

We will help you determine your current financial position and ask the right questions regarding your financial future. The answers to these questions are critical as we evaluate and understand your position, discuss your financial needs, and help you set the most prudent short-term and long-term goals possible.  

Our advice encompasses budget and savings recommendations, retirement planning, insurance needs analysis, tax saving strategies, basic estate planning techniques, and any and all matters that might impact you financially.  

For asset management, we follow a long-term investment strategy based on diversification and reduced risk. Although we create a highly customized portfolio for every client, our overall investment approach includes:

• Balanced investment between growth and value, including small-, mid- and large-cap companies, with some weight in international markets
  
• Individual stocks for the large-cap portion of a portfolio (when appropriate to account size), carefully researched and chosen by our Investment Policy Committee
  
• High-quality short- and intermediate-term bond funds or individual bonds for clients who require a fixed-income allocation

For clients requiring a corporate trustee, we offer trust services through National Advisors Trust Company, FSB. National Advisors Trust is the first independent national trust company that is owned by advisor firms and designed exclusively to provide quality low-cost trust services to their clients. Parsec’s CEO and a retired Parsec principal are shareholders of less than a ten percent (10%) interest in National Advisors Holdings, Inc. National Advisors Holdings, Inc. is the parent company of National Advisors Trust Company, FSB.