Wealth Building & Management
Parity Financial Group believes the best value you can receive is a customized financial plan. Our plans include honest observations with specific, actionable recommendations that include all areas of your financial and personal life, including:
Investments
Retirement Planning
Cash management
Insurance
Legacy and Estate Planning
Business Planning
At Parity Financial Group, we provide creative strategies for owners and partners to assist in a plan for future growth, prepare for taxes, achieve financial independence, and discover their succession plans. Our services include, but are not limited to:
Designing and Implementing employee 401(k) and retirement plans
Business financial planning
Creating buy-sell life insurance strategies
Implementing group life and disability insurance plans
Insurance
Parity Financial Group has the capacity to assist our clients’ needs in-house. Instead of referring you to an outside broker for your insurance needs, we search for affordable policies with only reputable carriers. Our goal is to ensure you understand exactly what you are paying for and overseeing that each step of the process goes seamlessly.
Types of individual insurance:
Life insurance
Disability insurance
Long-term care insurance
OUR PROCESS
DISCOVERY MEETING
We begin our working relationship by sitting down to learn about your current situation, how you came to where you are and the goals you want to achieve in the future. This can be done in one meeting or a series of conversations. By gaining clarity on what your priorities are will leads us to the next step.
Building a Plan
After gathering and analyzing your information, we take the lead to explor the avenues necessary to meet them. We provide specific recommendations and actionable items that will increase the probability of you reaching your financial goals.
Take Consistent Action.
A plan without action is simply words on paper. Following our system of prioritizing the steps to take, collaborating with your trusted advisors, we help you implement your plan and ongoing management of it as your life constantly changes.
Building a Plan
After gathering and analyzing your information, we take the lead to explor the avenues necessary to meet them. We provide specific recommendations and actionable items that will increase the probability of you reaching your financial goals.