The People We Serve

Building Trust

You may be a retiree with a lump-sum distribution payment, a widow with assets to be managed, the recipient of a legal settlement, or the winner of a state lottery. Perhaps you are an attorney or CPA concerned about your client’s financial sophistication or a Human Resources Manager wanting to provide employees with sound information about tax ramifications and investment alternatives.

Where do you go to receive objective financial advice?

Since 1988 people have trusted the professionals at Parlan Financial Corporation to give them sound, unbiased advice. Our clients know we always put their interests first because Parlan is a fee-only financial advisory firm. We do not sell or benefit from the sale of any financial products. When we put our experience to work for clients, they can be sure the financial choices we help them make are based on what will be the best for them, not what is more profitable for us.

The art of financial planning is also the art of financial architecture. If you were building a home, you’d talk with an architect. You’d discuss the full dimensions of your needs, your dreams and your available investment. A good architect would take all of this knowledge and put it to work. And the result would be a blueprint that would address each of those needs and reflect the vision you’d expressed.

Perhaps you’d make some alterations to the plans – add living space – revamp the layout. You’d work with the architect to develop a creative yet practical blueprint that would help you make your vision a workable reality. Choosing the right financial planning firm can be a confusing and time-consuming task. Parlan can make that decision an easy one.

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