What Is Financial Planning?
At its core, financial planning seeks to ensure that your money lasts longer than you do. We work to ensure that you are set up for the future – whether it be retirement, a college fund, or that next big life event. Parrish Capital works with you to determine your financial goals and priorities and then develop actionable investments strategies to help you attain these goals. We provide full transparency from the initial client meeting throughout all future investments.
Consistent with your expressed financial concerns and objectives, we will advise you regarding investment alternatives. We will review your present investments and make recommendations regarding the suitability of such holdings in light of your financial objectives. We will advise you on recommended asset allocations considering your need for appropriate liquidity, income, and growth of investment capital.