Consulting Services specializing in the agriculture, construction and real estate industries
Helping families in business and individuals identify
and correct gaps in their financial and estate plans
At Dan Parrish Insurance Services/Dan Parrish & Associates, we bring 50 years of expertise and experience to simplify your planning. We specialize in custom life insurance solutions, executive benefits, estate planning and exit planning—helping you protect your legacy and secure your future with confidence.
Through strategic coordination, we align team efforts with your goals, ensuring control over your financial future, minimizing tax burdens, and preserving family harmony. By monitoring the work process with your priorities in mind, we facilitate a seamless course of action that keeps you committed and on track—ultimately supporting a smooth succession and the lasting impact of your legacy.
Your business and estate are a crucial part of your life. At DPIS/DPA, we can help you maintain control and stability through all of life's challenges. Whether you are considering a liquidation or succession plan we provide strategies to help you reach your goals and objectives.
We know your decisions have an impact on your business' viability both economically and competitively, now and for future generations. We can help guide and assist you to properly structure the transfer of your assets to make sure you are able to efficiently meet your goals. Don't let taxes hold back your planning.
At DPIS/DPA, it is important that we keep your goals in the forefront. With multi-generational business operations, we understand that family harmony is key to the planning process. We will assist you in understanding options to achieve equality and fairness among your heirs so you can rest knowing you have a clear and complete plan.
Our client's business interests often represent 80-90% of their total net worth. With our continuity planning process, we help enhance business attractiveness and owner readiness starting with a complete valuation of your business by our team of experts. This provides clarity of your options resulting in a better transaction. We understand these are life-altering events and want our clients to feel confident and secure in the decision-making process.
Dan Parrish is partnered with many different carriers, giving him the ability
to provide insurance in an innovative way for clients to best fit their needs.
Dan Parrish’s experience and expertise can protect your estate and business. Let us help you plan your legacy.
We specialize in family-owned companies in Construction, Real Estate and Agriculture.
Veteran Owned and Operated
Family Owned