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Jason R. Parker, President of Parker Financial LLC recently became a Retirement Income Certified Professional®​ – 07/01/2016

RICP® is an advanced designation appropriate for individuals working in the retirement income planning field and for those with a general background in financial services.


"We want to be sure we’re learning the most current & relevant changes to our industry so that we can best serve our customers. Pursuing education opportunities is one way we can do that,” said Parker.

“The American College created the RICP® to prepare financial advisers to help customers make sure their nest eggs last and have greater peace of mind during a retirement that could be decades long. It focuses on topics like how to convert your savings into steady retirement income, choosing when to claim Social Security and company retirement benefits, addressing health and long-term care and more,” according to USA Today. For more information click here.

 



Jason Parker local Investment Adviser releasing updated & re-titled book, Sound Retirement Planning, on May 5, 2014.

The world has changed dramatically in the last couple of years. The government is printing money at an unbelievable pace. Taxes are at historical all-time lows and likely to go up. Our national debt is currently more than 17 trillion dollars, and ten thousand baby boomers are retiring every day. Baby boomers need a clear plan for  transitioning into their retirement. They’ve spent their life building their retirement nest egg, and now they need a plan to make sure it lasts in these ever-changing and turbulent financial times.

While Jason certainly doesn’t plan to fix all of the country’s problems with his book, he does plan on giving pre-retirees & retirees a system for getting the very most out of their retirement and helping them to implement a plan to achieve clarity, confidence & freedom.

“Helping educate our community about how to transition into retirement is the top priority of my firm, and with the financial world changing so quickly, I knew the timing was right to update my book,” said Jason Parker, President of Parker Financial LLC. “Retirees have worked hard to earn their money,  and my book shows them how to create a plan that will work for them.”

Sound Retirement Planning will be available for purchase on Amazon.com starting May 5, 2014. Parker is offering an introductory offer of $9.99 each (plus shipping & handling) from May 5 through May 9 on amazon.com (normally priced at $19.99). Visit www.soundretirementplanning.com for more information about the book. The author will also be scheduling a local book signing in early July.


Sound Retirement Radio Moves to KKOL – 10/2013

Sound Retirement Radio has moved to the Seattle Station KKOL at 1300am, the Wall Street Business Network. The date & time remains the same: Saturdays at 8am.

“We are very excited about this move,” said Jason Parker, host of Sound Retirement Radio. “The radio show & my firm, Parker Financial, are dedicated to educating & inspiring pre-retirees & retirees to take action to achieve clarity, confidence and freedom in their financial lives. By moving to KKOL we’re expanding our listener base and increasing our broadcast strength by 40 times.”

The radio show can also be heard at any time on itunes or at www.soundretirementradio.com


Heather Dawn Henrichsen receives Certified Retirement Financial Advisor designation – 08/2013

Heather Dawn Henrichsen recently received her Certified Retirement Financial Advisor (CRFA™) designation.

“I have always encouraged my employees to pursue education opportunities in order to better serve our client’s and community,” said Jason Parker, President of Parker Financial LLC. “Our firm & our client’s are continually blessed by Heather’s committment to us.”

The Society of Certified Retirement Financial Advisors awards the CRFA™ designation. CRFA graduates are generally experienced financial planners who desire to get a focused education in financial issues of special concern to retirees. This is the only designation focused on financial issues facing retirees. CRFAs must have a minimum of three years of experience as financial advisors serving retirement focused clients or possess three years of educational equivalency that equals the practical job experience. They must also pass a closed book final exam receiving a score of 70% or higher, and must obtain 15 hours of continuing education annually.

Topics studied include:

  1. How to structure retiree portfolios for increased income, less risk and reduced taxes
  2. How retirees make financial decisions and skills for presenting to retirees
  3. Estate and long term health planning
  4. Tax issues specifically affecting retirees
  5. Asset protection

The National Commission for Certifying Agencies through the Institute for Credentialing Excellence accreditation has been awarded to the Society of Certified Retirement Financial Advisors as of January 31, 2013. For more information regarding the CRFA please visit http://www.crfa.us/.


Anna A. Standeford joins the Parker Financial Team – 03/13/2013

Parker Financial LLC has hired Anna A. Standeford as their Director of First Impressions and Assistant Administrator.

“Anna truly enjoys interacting with people and that was exactly what we were looking for in our Director of First Impressions. She is poised, positive, outgoing, and has a great eye for details. Her integrity and flexibility will definitely be an asset to our company and clients,” said Jason Parker, President Parker Financial LLC.

Anna lives in Bremerton, WA with her husband and two children. She has 6 plus years in the customer service and banking industry.


Heather Dawn Henrichsen passes FINRA Series 65 Exam – 06/08/12

Heather Dawn Henrichsen, Office Administrator at Parker Financial LLC, has
passed the FINRA Series 65 test required to qualify and operate as an
Investment Advisor Representative in Washington State.
 

The exam focuses on topic areas that are important for an investment advisor
to know when providing investment advice including topics such as retirement
planning, portfolio management strategies, and fiduciary obligations.
 

“We’re very proud of Heather’s accomplishment. Passing the Series 65 test is
extremely difficult. We know her added knowledge will continue to help our
firm move to the next level,” said Jason Parker, President of Parker
Financial LLC.

 


Jason Parker voted President of KARE – 01/11/12

“Richard Tizzano has done a great job the past two years leading us. He has set the groundwork, and I’m excited to get the chance to build on it,” said Jason Parker, KARE President and President of Parker Financial LLC. “Our goal is to continue reaching out to the community and making resources available to them. I’ve already started contacting possible speakers for our annual conference.”

Richard Tizzano, Elder Law Attorney, has served the past two consecutive years as President. Kitsap Alliance of Resources for Elders (KARE) is a team of independent professionals who have come together to better serve the needs of older adults in our community.

Members of KARE have been chosen for their expertise within their respective fields as well as for a demonstrated record of compassion and caring in dealing with seniors. We are dedicated to informing, supporting and empowering older adults through our business and volunteer activities.


John Maxwell Event Fundraiser a Success – 11/01/11

Due to the joint efforts of John Maxwell, Parker Financial LLC, Haven in Allyn, Richard Tizzano & Next Door Home Services more than $10,000 was raised for ShareNet, a food bank, in Kingston at the recent John Maxwell event.

Upwards of 200 people attended the workshop to hear author and leadership expert John Maxwell speak about the 5 levels of leadership.

“Not only did we help raise money for a great cause, but we were able to offer an educational opportunity to our community learning from an amazing speaker and leader in John Maxwell,” said Jason Parker, President of Parker Financial. “I know I walked away feeling more empowered and confident about how I want my business to continue to meet my client’s needs. I can only guess that everyone else did as well.”

Parker Financial is committed to offering educational opportunities to the community, and sponsors monthly financial workshops for pre-retirees & retirees.


Heather Henrichsen recipient of the 40 under 40 award – 10/19/11

Drawn from a pool of more than 75 entries, Heather was selected by a panel of judges as one of the 40 under 40 recipients. Recipients are considered Kitsap Peninsula’s most outstanding individuals based on their career success, community involvement and commitment to making a difference. These young men and women represent the next generation of business and community leaders who will help influence and direct the future of the Kitsap Peninsula and its growth.


Parker Financial sponsors John Maxwell Event – 09/01/11

Dr. John Maxwell, a leadership expert & bestselling author, is making a rare appearance to the Pacific NW. He’ll be sharing inspiring and applicable principles from his latest book on Nov. 1 at the Bremerton Waterfront Conference Center. All proceeds of the event will go to ShareNet in Kingston, a local food bank.

“I’ve been a reader of John Maxwell’s books for quite awhile now, and I jumped at the chance to help sponsor this event,” said Jason Parker, owner of Parker Financial LLC. “John’s messages about effective leadership will be invaluable to business leaders in Kitsap County, and it dovetailed with helping those less fortunate in our community.”


Jason Parker to serve on Martha & Mary Campaign Feasibility Study Committe – 9/15/2011

Jason Parker, President of Parker Financial LLC, has agreed to represent the community by serving on the Martha & Mary Campaign Feasibility Study Committee.

“Robert Gelder, Director of Fund Development at Martha & Mary, asked me to consider being a member of the committee because of my valuable perspective as they determine the future direction of their center.” said Jason Parker, President of Parker Financial LLC.

The committee will provide oversight to the study process and forward findings and specific recommendations to the Martha & Mary Board of Directors.


Ciscoe Morris presents at Parker Financial LLC
Client Appreciation Event – 7/12/2010

TV personality and radio host, Ciscoe Morris, joined with Parker Financial LLC at Valley Nursery recently for a private client appreciation event. Ciscoe entertained the group with solid gardening advice and side-splitting personal anecdotes.

“I often say that I have the best clients in the world, and I wanted to let them know just how much I appreciate them. We have a number of avid gardeners in our client base so I knew Ciscoe would be a great fit. We try to hold a number of client appreciation events each year to say thank you,” said Jason Parker, President of Parker Financial LLC.


Jason Parker voted in as member of KARE, the Kitsap Alliance of Resources for Elders – 3/25/2010

“This is a real honor for me, and I’m excited about the work we’ll be doing in the community,” said Jason Parker, President of Parker Financial LLC.

Kitsap Alliance of Resources for Elders is a team of independent professionals who have come together to better serve the needs of older adults in our community.

Members of KARE have been chosen for their expertise within their respective fields as well as for a demonstrated record of compassion and caring in dealing with seniors. We are dedicated to informing, supporting and empowering older adults through our business and volunteer activities.

For more information on KARE and their upcoming KARE conference on health and wellness: “Nurturing A Healthy Brain” on March 30 … visit www.kare-wa.com


Jason Parker Attends Advisor Excels IRA College – 12/15/2009

Jason Parker recently attended Advisor Excels’ IRA college in Topeka, Kansas.

“Tax season is upon us, and it is important that our firm stay abreast of the top IRA planning strategies so that our clients can make the changes needed in the new
year to best position their retirement funds,” said Jason Parker, President of
Parker Financial LLC.
 

Topics covered included:

  1. IRA Mastery — Unique IRA Tax Reduction Strategies
  2. Common Sense Investing — 5 Retirement Income Planning Solutions
  3. Sound Money Strategies — strategies clients can employ during difficult markets (like today’s)
  4. Common Financial Mistakes — retirement planning

Jason Parker recipient of the 40 under 40 award – 09/16/09

Drawn from a pool of more than 75 entries, Jason was selected by a panel of judges as one of the 40 under 40 recipients. Recipients are considered Kitsap Peninsula’s most outstanding individuals based on their career success, community involvement and commitment to making a difference. These young men and women represent the next generation of business and community leaders who will help influence and direct the future of the Kitsap Peninsula and its growth. The judges were David LaRose, South Kitsap Superintendent of Schools; Kathryn Quade, Mayor of the City of Poulsbo; Scott Alexander, Director of Golf at Gold Mountain Golf Club.


Heather Hughes of Parker Financial receives her Washington State Insurance License – 08/07/09

Heather Hughes recently received her Washington State Life & Disability Insurance License. In order to become a licensed insurance producer in Washington State, a State approved pre-licensing class must be taken covering 20 hours of life insurance and 20 hours of disability insurance. The applicant must then pass a State certified exam.

“We are very excited that Heather has taken this step in getting her producer license,” said Jason Parker, President of Parker Financial LLC. “This will further equip her to provide outstanding customer service to our clients and provide her with the means for future advancements within the company.”


Jason Parker receives Certified Retirement Financial Advisor designation – 06/26/09

Jason Parker recently received his Certified Retirement Financial Advisor (CRFA™) designation.

“My firm has always been focused on meeting the needs of retirees, but I wanted to be able to give even more to my clients and the CRFA progam helps me do that,” said Jason Parker, President of Parker Financial LLC. “I feel it’s important to continue my education in order to best serve my clients and our community.”

The Society of Certified Retirement Financial Advisors awards the CRFA™ designation. CRFA graduates are generally experienced financial planners who desire to get a focused education in financial issues of special concern to retirees. This is the only designation focused on financial issues facing retirees. CRFAs complete a four-day program, pass a closed book final exam and must obtain 15 hours of continuing education annually.

Topics studied include:

  1. How to structure retiree portfolios for increased income, less risk and reduced taxes
  2. How retirees make financial decisions and skills for presenting to retirees
  3. Estate and long term health planning
  4. Tax issues specifically affecting retirees
  5. Asset protection

Redesigned Parker Financial Website Highlights Clients – 03/18/09

Sam and Cherry, long-time community members, were the first to add their profile to Parker Financial’s new website at www.parker-financial.net.

“Our website needed an upgrade, and I wanted something that highlighted our clients and their unique stories,” said Jason Parker, President of Parker Financial LLC in Silverdale, Wash.

Sam served as Pastor at Mt. Zion Church, and Cherry taught at Olympic High School before retiring. Now they both enjoy traveling, visiting family and friends and appreciating the great Pacific Northwest.

The website was redesigned by William Herod Design, (206) 669-7294, www.williamheroddesign.com.

“William took my existing logo, listened to my vision and was able to blend the two together, coming up with a website that was right on the money. He was extremely easy to work with. I’m very pleased with how the website now looks and how timely William was in getting it completed," said Parker.


Sound Retirement Radio – 02/27/09

Jason Parker, President of Parker Financial LLC, is hosting a radio program specifically addressing investment and insurance for retirees.

“I believe people make better financial decisions when they are properly educated and this radio program can help accomplish that. With all of the financial turmoil we are experiencing today, now is the time for retirees to reconsider their goals and how they plan to achieve those goals,” said Parker.

His weekly broadcasts for Sound Retirement Radio can be heard on 1400AM KITZ (NOTE: as of 10/2013 we’ve moved to 1300AM KKOL) Saturday mornings
from 8am – 9am. They can also be heard over the internet at www.soundretirementradio.com or can be downloaded as podcasts directly from itunes.

His first broadcast is now available online. Listen, as he interviews Bill Cole of Bill Cole Retirement Planning about Long Term Care Insurance.


Heather Hughes joins Parker Financial – 02/19/09

Heather Hughes has joined our team as our new Office Administrator. Heather is a seasoned administrator with 10 plus years in office management, bookkeeping and systems administration. Heather’s extensive experience makes her an excellent fit to take our office administration and customer service to the next level. I’m excited to be working with her. I’m confident that you will enjoy Heather’s professionalism, courtesy and attention to detail. As you know we are always looking for ways to improve the level of service we provide you. Hiring Heather is another step in our pursuit to exceed your expectations.

 

 

 

 

 

 

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Parker Tax Advisors, Social Security Planner, Annuity Expert, LTC Expert, Insurance Services of Parker Financial, LLC & Parker Financial. Home office located at 9057 Washington Ave NW, #104, Silverdale, WA 98383. Jason Parker, RICP® has passed the series 65 exam and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to person that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.