Our Services

At Parsons Financial Management, LLC., we provide expert assistance in the following areas:

Parsons Financial Management, LLC
1630 Shuckers Point
Vero Beach, FL 32963-3181
P: 860-729-4099
Email Scott

Investment Planning

College Savings Plans
Pension Design
Budget Analysis

Money Management

Portfolio Design
Asset Management
Investment Advisory Services

Estate Planning

Elder Care
Medicare/Medicaid
Wealth Transfer
Charitable Giving
Succession Planning

Business Planning

Buy/Sell Agreement Funding
Deferred Compensation
Business Transfers
Employee Benefit Planning

Retirement Planning

Distributions
Rollovers
Tax Efficiency Studies
Pension Plans (IRA, Roth, SEP, Simple, MP, etc.)

Insurance

Life, Disability, Long Term Care
Annuities
Risk Analysis

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Parsons Financial Management, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of CT, FL, ID, MD, MA, NH, NJ, NC, NY, PA, TX, and VA . No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, *Parsons Financial Management, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Parsons Financial Managment, LLC