Service Commitment

Parker Advisory Group Service Commitment

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Quarterly, Semi-Annual or Annual meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Monthly or Quarterly Statements
  • Independent & Objective Advice
  • Fee-based Investment Management
  • Access to Institutional Investment Managers
  • Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)'s

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Review of your tax situations and planning as necessary to incorporate any new tax law changes
  • Free consultations with your tax preparer
  • Recommendation of tax solutions including tax efficient investments
  • Staying up to date on and presenting new tax laws that can affect your situations

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and hep maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRA's
  • Analysis of the beneficiaries of Your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years after you pass away

Family Wealth Planning

  • Analysis of your current Estate Plan and concerns
  • Free consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

  • Quarterly "market watch" letter detailing research, analysis and view of the current state of the investment markets
  • Special reports on how to reduce your taxes and other important topics
  • Client appreciation events

Financial Plan Development & Implementation

  • Discover, evaluate, and implement a unique financial plan
  • Continual monitoring and adjusting of financial plan
  • Communication of plan to CPA® and Attorney, as requested
  • Development of Investment Policy Statement