Welcome to our Web site, we would like to take a minute of your time to tell you about us and how we can serve you. We are a full-service tax and financial services firm, priding ourselves on our ability to take these two essential concepts to provide the highest level of service to you. It is our goal to work with each of our clients to develop a customized financial program which correlates their tax needs with their financial goals. Under 'Our Services' you will find all the services and programs we offer here at Parker Advisors.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Technology tips to make your next trip even better.
Ascertaining the value of your business is important for a variety of reasons.
There are four very good reasons to start investing. Do you know what they are?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
That big list of dreams and goals isn't the only way to look at your bucket list.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Take a look at this 2017 Market Recap.