Services

Services

At Parsons Financial Advisors, we offer a wide range of services to fit all your financial needs. Below is a brief description of some of these services:

Investment Planning
We help you discover your risk tolerance and develop customized solutions that fit your needs and help you reach your financial goals. We are independent advisors who are able to offer products for a wide range of solutions, from diversified and dynamic investment portfolios, real estate investments, oil and natural gas, fixed income solutions, tax advantageous investments, etc.

Retirement Planning
We help you define and analyze your retirement goals, and then develop a plan to keep you on track towards achieving those goals. We take the “guesswork” out of retirement and help you create a timeline for reaching your goals and financial independence.

Education Planning
We analyze, develop, and implement solutions to address your family’s educational needs.

Protection Planning
We help you identify how much insurance you may need, what type, and for how long, so that you know both you and your family will be taken care of regardless of life’s unexpected events. We provide analyses and solutions for life insurance, disability insurance, long-term care insurance, etc.

Estate Planning
We help you take the necessary steps to make sure your loved ones will be taken care of, and that your assets will be distributed according to your wishes in the most efficient way.

Debt & Mortgage Planning
We will review and analyze your current situation and make sure that you are taking advantage of the current debt and mortgage environment.

Life Planning
We will take you through an in-depth process where we help you discover and prioritize your life goals, and implement solutions accordingly so that you know you’re on track to reach those goals. We will answer questions like, “Will I have enough money to meet my short-, intermediate, and long-term goals? When does work become optional? Do I have all my bases covered? How do I know if I’ve saved enough to live the life I want in retirement?” We will work together to develop a long-term financial strategy, establishing goals and benchmarks to measure your progress. Because life is never static, we will meet regularly to make sure you stay on track. This is, in essence, a comprehensive and holistic process that integrates all the services we offer to give you true peace of mind.

Proactive Tax Planning
We have been providing tax services for over 25 years, and we can help you implement tax planning solutions to minimize your tax liability.

Business Planning
We offer advice on selecting entity type for your business, sales tax preparation, compilation of financial statements, employee retirement and benefit programs, and business succession planning.

Company History

Learn more about us »

721 Purissima Street, #C, Half Moon Bay, CA 94019, p 650.726.0640 Contact us today »

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Securities offered through Foothill Securities, Inc., Member FINRA/SIPC. Investment advisory services including fee-based asset management accounts are offered through Foothill Securities, Inc. All other financial planning services are offered through Parsons Financial Advisors. Parsons Financial Advisors and Foothill Securities are not affiliated companies.