You want to grow your assets so your family is protected from inflation? Looking forward to enjoying your retirement years and passing your wealth on to future generations?
Our Wealth Advisors will work with you to help build up the funds you'll need to satisfy all your requirements. We can help you:
Chief Investment Officer
From asset allocation to investment management, philanthropy to succession planning, our wealth management services draw on over 35 years’ experience with individuals, families and entrepreneurs.
At Parlan Financial Corp, our product, financial management, is not a one size fits all product. As a specialty boutique, we have designed our services to best fit the needs and wants of the affluent baby boomer.
Are you a high net worth individual who needs assistance with managing your investments? Schedule a free 30 minute Investment Strategy Session with Parlan Financial’s CIO – Helyn Bolanis to review your current investment status and discuss how our strategy may work for you.
In this session, you will have:
Please keep in mind that this offer only available for first 20 visitors and expires by July 31st 2014.
Discuss your current investment status with Helyn Bolanis
by calling (800) 537-1103