To Our Clients:

Thank you for the confidence you have placed in Parlan Financial Corporation.

Online access to your account is available through your custodian by clicking the login link to the right. By maintaining your account at an independent, nationally recognized custodian, you are assured of transparency, accountability and liquidity. At no time does Parlan Financial have custody of your funds.

Because our management services are provided on a fee-only basis, you know that Parlan Financial’s interests are aligned with your own. Our compensation is correctly tied to the value of your portfolio.

If you have questions about your account, please contact Parlan Financial. We also encourage you to contact us should any changes occur in your life, from a new family member, to a change in employment, the loss of a family member or other circumstances both happy and sad. These events may affect your investment profile.