Who We Are
Unlike most independent firms who will sell whatever product customers will buy, we believe in always doing what’s right for our clients in helping them achieve their long term goals. We don’t attempt to be all things to all people, rather we believe in developing healthy long term relationships based on sound principles.
- We believe that families need a simple financial plan that identifies specific goals and measures their performance relative to their goal;
- We believe that families should own professionally managed, diversified, portfolios of companies for long term investments;
- We believe in the philosophy of buy term and invest the difference;
- We believe that cash value life insurance, equity indexed annuities, and similar savings vehicles are poor long term investments and should be avoided at all costs;
- We believe that an investor’s long term success should be measured relative to their goals;
- We believe that long term investment success depends on investor behavior more than any other factor;
- We believe that an independent professional financial advisor is critical to an investor’s long term success because they help identify goals, select portfolios aligned with those goals and most importantly maintain a long term relationship to ensure proper investment behavior over time.
As an independent firm, we are able to offer highly competitive products and services from a variety of partners. We don’t own the product manufacturers and, more importantly, they don’t own us. We are able to utilize a variety of services to create customized solutions that best fit our client’s needs.
Being independent empowers Parsonex advisors with the flexibility to select high quality products that match a client’s objectives. Furthermore, advisors have the flexibility to make adjustments as market conditions, product offerings, or the client’s financial situation changes over time. Even well intentioned financial advisors can be severely limited in their ability to properly offer their clients the most competitive solutions when they operate in a captive environment.
Independence further aligns Parsonex advisors with clients as our aim is to offer clients the best products and services that fit their needs.
If you haven’t explored the advantages of being affiliated with an independent firm like Parsonex, you owe it to your clients, your team, and to yourself to explore your options.
We believe in developing professional financial advisors who believe in our foundational philosophies and understand the tremendous value they can offer their clients.
Training and development resources help Parsonex financial advisors become professionals who are competent, knowledgeable, and understand goals based planning. While most modern training programs focus on theory and mechanics, Parsonex financial advisors are taught to understand that the context of the client-advisor relationship and its impact on the client’s behavior is critical to mutual long term success.
We believe in helping advisors build healthy long term businesses. Whether you are starting from scratch or bringing an existing client base with you, our goal is to help you take the next steps to grow your business.
Starting as a Financial Advisor
Starting as a financial advisor can seem like a daunting task. There is so much to learn. Building a client base takes time. Being entrusted with a family’s lifetime savings is an enormous responsibility. Helping clients be in the best possible position to achieve their financial goals is no small task.
That’s why when starting as a financial advisor with an investment firm it’s important that you have access to competitive products, receive proper training and support, and are in a system that allows you to build your business the right way. Be sure you are working with an firm that is independent.
One of the key advantages to starting as a financial advisor with Parsonex is we provide you a comfortable business environment that allows you to build a business at your own pace without the pressure. You work closely with a mentor who will help you focused on the right activities necessary to build your business.
In summary, starting as a financial advisor can be challenging. And that is why starting as a financial advisor with Parsonex can make a lot of sense for the right person!
A Fast Growing Industry
According to market research specialist IBISWorld, retirement planning is projected to be one of the fastest-growing industries in the next decade. Currently, approximately 10,000 baby boomers per day turn 65 years old*. They are looking at retirement planning options and are afraid of the challenges that face them. This represents an unprecedented opportunity in the financial services marketplace.
In the past, a family worked for a company for a long period of time and then received a pension which supported them during their golden years. Present-day retirement planning has drastically changed. Families need to provide for their own financial security if they want to maintain their lifestyle during what could be a long retirement.
*Baby Boomers Retire, Pew Research Center, December 29, 2010