Dan Parrish

 

Consulting

No matter the problem, we are here to help you find the right solution. So make sure you're knowledgeable about your options.

Quantitative retirement planning would include knowing your after tax retirement income goal, when adjusted for taxes and inflation.

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Succession Planning

We specialize in business exit and succession planning. Our process helps you identify gaps in your estate or business planning as a result of changes in your personal or business life.

Taking a fresh look at your existing plan will provide you with the confidence you are on the right path.

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Insurance Planning

Our goal is to provide objective insurance advice for our clients. We do this by utilizing a variety of different insurance products from a variety of different highly rated carriers.

We focus on various insurance options based on risk tolerance, time horizon, and your ever-changing goals.

We analyze the cost structure of the insurance policy designs, looking closely at the insurance carrier and focusing on guarantees as well as current cost assumptions.

Our services include a review of your existing coverage to confirm the owner/beneficiary as well as determining that the cost/benefits of the program are consistent with your goals and objectives.

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Longevity Planning

Income and asset protection that will last a lifetime requires guarantees from a financially strong insurance company. Our clients turn to us for help in selecting that company for their long term care, disability income, and life insurance needs.

Our objective is to provide the best benefit program for you that is both easy and understandable.

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