I take the time to listen to you, fully understand your financial needs and goals, and work with you to develop a personalized financial strategy. I will monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise. Drawing upon Parsonex Financial Services extensive resources and capabilities, I can help you address all aspects of your financial life. During our phone/office visit you will discover that-
★ YES- you and your spouse will be able to take control of your financial future and plan to and through retirement.
★ YES- you can have 100% control of your finances and create a private pension for you and your spouse along with leaving a legacy for the next generation.
★ YES- you and your spouse will learn about tax saving investment vehicles and find out what your financial independence number is. We will eliminate the guess work by putting together a plan to achieve your goals. As a fellow financial investor and family man, I speak your language and will take the time to guide you through the unique aspects of retirement planning and building a financial future. Feel free to contact me for a confidential conversation by calling 775-266-8867 or by e-mailing: [email protected]. Specialties: Retirement Income Planning, 401k, 403b, Roth IRA, Financial Advising, and Wealth Building. Securities offered through Parsonex Securities Inc. Valley Highway, Ste 110, Englewood, CO 80112 (303) 662-8700
