SUSTAIN YOUR RETIREMENT WITH ROBUST PLANNING
When thinking about your future, you naturally want a plan in place that preserves your hard-earned money and doesn’t just keep you retired – but allows you to enjoy a fulfilling retirement. We have the tools to help you plan for and then transition to retirement. As your financial advisor, we work closely with you and other knowledgeable specialists to establish a financial plan that both suits your goals and helps you stay retired.
THE POWER OF A WELL-CONSTRUCTED PLAN
When planning, the decisions you make can positively impact your financial well-being and help you pursue your goals. At Parsons Wealth Management of Raymond James, we’re by your side and equipped with the steady perspective and over 25 years’ experience to help you move seamlessly from working life to retired life.
Investment Management
As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.
Education Planning
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Longevity Planning
Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.
Investment Management
As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.
Education Planning
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.
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- Parsons Wealth Management
- 6805 Carnegie Blvd Ste 350 Charlotte, NC 28211-3575
- T: 704.442.4700
- F: 704.362.1839
- TF: 800.241.2748
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