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Comprehensive Financial Planning Services - Parsons Advisors

Comprehensive financial planning services such as: investment management; multi-generational estate planning; insurance services; mortgage services; and education, retirement/ work-optional, and life planning.

http://www.parsonsandersoncpa.com/

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Comprehensive Financial Planning Services - Parsons Advisors | parsonsandersoncpa.com Reviews
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Comprehensive financial planning services such as: investment management; multi-generational estate planning; insurance services; mortgage services; and education, retirement/ work-optional, and life planning.
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Comprehensive Financial Planning Services - Parsons Advisors | parsonsandersoncpa.com Reviews

https://parsonsandersoncpa.com

Comprehensive financial planning services such as: investment management; multi-generational estate planning; insurance services; mortgage services; and education, retirement/ work-optional, and life planning.

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1

Socially Responsible Investing - Parsons Advisors

http://www.parsonsandersoncpa.com/services/financial-planning/socially-responsible-investing.html

What is Socially Responsible Investing? 721 Purissima St. Suite C. Half Moon Bay, CA 94019. John M. Parsons is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA.

2

Our Firm - Parsons Advisors

http://www.parsonsandersoncpa.com/our-firm.html

We help families make important decisions and create real plans for their lives, money and taxes. We are a family-owned Wealth Management firm who has served the Coastside for over 28 years. We cherish our long-term relationships with our clients. We love what we do. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. John M. Parsons is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA.

3

Our Philosophy - Parsons Advisors

http://www.parsonsandersoncpa.com/our-firm/our-philosophy.html

Our client-centered approach includes a 5-step process that allows us to develop and implement strategies customized to address each of our clients’ individual and unique financial situations. Through this process, we will:. Develop a thorough understanding of your specific goals and objectives;. Review and analyze your current situation;. Create customized solutions tailored to you and your family;. Information vs. Advice. 721 Purissima St. Suite C. Half Moon Bay, CA 94019.

4

Our History - Parsons Advisors

http://www.parsonsandersoncpa.com/our-firm/our-history.html

Bill and Barbara had five children, but it was the youngest, John, who showed great interest in the family business. Bill encouraged John to become a Certified Public Accountant (CPA), and John subsequently obtained his Accounting degree and worked several years for a national CPA firm in San Jose. In 1985, John joined Bill to form Parsons and Son. We are excited to have both our staff and services continue to grow and flourish. We are very proud and grateful to be a progressive and professional fami...

5

Financial Planning - Parsons Advisors

http://www.parsonsandersoncpa.com/services/financial-planning/financial-planning.html

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 work towards 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? 721 Purissima St. Suite C. Half Moon Bay, CA 94019. Financi...

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We look forward to getting to know you, and to serving your accounting and financial needs for many years to come. Strong, enduring client relationships are paramount to us. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. IRS Raises Retirement Plan Contribution Limits. How Can Long-Term Care Insurance Help You Protect Your Assets? The Fed Finally Tapers. Making More of a Health Savings Account. Parsons Accounting and Tax Services Clients.

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We look forward to getting to know you, and to serving your accounting and financial needs for many years to come. Strong, enduring client relationships are paramount to us. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. IRS Raises Retirement Plan Contribution Limits. How Can Long-Term Care Insurance Help You Protect Your Assets? The Fed Finally Tapers. Making More of a Health Savings Account. Parsons Accounting and Tax Services Clients.

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Comprehensive Financial Planning Services - Parsons Advisors

We look forward to getting to know you, and to serving your accounting and financial needs for many years to come. Strong, enduring client relationships are paramount to us. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. IRS Raises Retirement Plan Contribution Limits. How Can Long-Term Care Insurance Help You Protect Your Assets? The Fed Finally Tapers. Making More of a Health Savings Account. Parsons Accounting and Tax Services Clients.

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We look forward to getting to know you, and to serving your accounting and financial needs for many years to come. Strong, enduring client relationships are paramount to us. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. IRS Raises Retirement Plan Contribution Limits. How Can Long-Term Care Insurance Help You Protect Your Assets? The Fed Finally Tapers. Making More of a Health Savings Account. Parsons Accounting and Tax Services Clients.

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