We are community-minded and committed to helping you achieve clarity, confidence and freedom in retirement.
We help create financial plans and give investment advice, charging a flat fee per plan ranging from $250-$2500, depending on the complexity of your financial situation. Please call to request a copy of our ADV Part 2 for a more detailed description of our fees. We will give you advice on your financial concerns, including, but not limited to: investments, taxes, insurance, retirement and estate planning. You are the sole determinate of how many hours of financial counseling you’ll need, and you can terminate at any time.
As an investment adviser firm, we manage your account for a percentage of assets under our management. The annual fee ranges from .5 percent to 2 percent, depending on the size and complexity of your account. The fee is paid at the end of each quarter. If you wish to terminate our association — and you can do so at any time — any prepaid fees will be promptly refunded to you on a prorated basis. Additionally, we may select and monitor other money managers (registered in Washington) on your behalf. When we do so the other money managers pay us a portion of the fees generated by the referred clients — clients do not pay us directly for this service.
You are free to select any broker you wish for implementation of our advice. If you want us to recommend a broker, you’ll get a recommendation based on the broker’s costs, skills, reputation, dependability and compatibility with you, and not upon any financial agreement between the recommended broker and us.
NOTE: Clients may be able to obtain lower commissions and fees from other brokers, and the value of products, research and services given to the applicant is not a factor in determining the selection of broker-dealers or the reasonableness of their commissions.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
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.