Wealth Management

Our Wealth Services are all encompassing. and we are here to help you manage the complexities that wealth can often bring. Our wealth management services include wealth preservation and transfer strategies, risk management, liquidity management, charitable giving and management of concentrated asset positions

Estate planning, life insurance, asset-backed lending and corporate retirement plans can all play an important role in the lives of our clients so we are dedicated to coordinating with top providers in these areas so that we can incorporate our services in a comprehensive manner. Through various partnerships with providers such as Jackson National, American Funds, Fidelity, TIAA Cref, as well as long established Third Party Administrators, we make sure that you have access to all of the things that you will need to help meet your goals

Estate Planning and Philanthropy is very important to us. You’ve worked hard to achieve the life you desire. Now you want to make a difference in the lives of your heirs, as well as find ways to support the causes you believe in. How can you pass on your wealth with the smallest tax liability and greatest benefit to loved ones?

At Parros Financial Group we can recommend tax-efficient ways to help hand more down to the next generation and create a philanthropic legacy. There are many things to consider and planning really will make things easier for those that you leave behind.

What is it that is most important to you? What would you like to pass along that cannot be measured or counted? If you place a high value on education, there are several ways to provide college tuition for a child in ways that are tax advantaged, too. To pass along the spirit of entrepreneurship, many parents and children open a business together with prearrangement’s for the transfer of control and ownership. This allows parents to see the fruits of their legacy in their own lifetimes. Tim uses tax regulations in your favor, so you can work towards passing along the maximum legacy possible.

We’ll also advise you on:

  • When and how to claim your Social Security benefits
  • Deadlines and options for Medicare
  • Your required minimum distributions (RMD)
  • Your need for Long-term Care Insurance
  • Elder care options

As you move into retirement, we manage the transition to help ensure your plan is on track and you’re ready to embrace this next phase with confidence and ease.