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Submitted URL: http://parsonsinvest.com/
Effective URL: https://events.simplicitygroup.com/parsonsinvestments
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://events.simplicitygroup.com/parsonsinvestments
Submission: On March 08 via api from US — Scanned from DE
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</form>Text Content
Date TBD Kirkland , WA . We Specialize in Retirement Planning 08:45 - 09:30 Conference opens Registration | exhibition | breakfast refreshments. Speaker Name Short speaker biography. About About Values Team Office BrokerCheck Text goes here X We Specialize in Retirement Planning The guidance, tools, and service necessary to prepare for retirement. Welcome to Parsons Investments We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed. We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. Our Company Values For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate. 1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters. 2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own. 3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant. 4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi) Meet the Team Derek Parsons 425-518-0065 derek@parsonsinvest.com Derek grew up working as an electrician for his family’s electrical contracting business. He worked during the summers, saved and became the first in his family to get a college degree. His discipline with money allowed him to graduate debt free. Derek has been securities & insurance licensed and working as an advisor since. For 12 years, Derek has guided 100’s of clients closer to their financial goals. His educational background in Business/Finance, Math and Economics, and his experience in the field allows his clients to be confident in the work being done. That said, it’s his pregnant wife Hannah, their toddler Madeline, his brother George, and Georges growing family that really gives Derek the connection to the work that is being done. Many clients' goals are about building towards the future with their loved ones, and Parsons Investments is centered around that. At one point Derek was a multiple Mountain Bike National Champion and has taught Yoga at local studios to be more connected to the community. George Parsons 360-381-2044 george@parsonsinvest.com George began his career at one of the largest Independent wealth management firms. He honed his skills speaking with thousands of prospective clients, analyzing investment opportunities, and guiding them towards improved financial strategies. Over time, he evolved into a trusted advisor assisting hundreds of clients in crafting and executing personalized financial plans to secure their financial futures. With an unwavering dedication to enhancing your financial situation, George is determined to guide you towards a future of financial prosperity and security through a personalized, strategic and disciplined approach. George has been married for 10 years. He is a proud father of two with one on the way. Outside the financial realm, he enjoys going to the local CrossFit daily and staying active. On a more melodic note, he grew up a competitive concert pianist, but now enjoys using music as a creative outlet to unwind and elevate his spirits. Our Office Address: 1601 1st St Kirkland, WA 98033 Phone: 509-945-2236 Email: derek@parsonsinvest.com Advisory services offered through Triad Hybrid Solutions, LLC and Moore Wealth Management, registered investment advisors. Triad Hybrid Solutions, LLC and Moore Wealth Management are not affiliated companies. Triad Hybrid Solutions is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Hybrid Solutions. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any investment or service that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Join us First Name * Enter your first name Last Name * Enter your last name Email * you@your.email SUBMIT [confirmation_headline] [confirmation_messaging] Add to Calendar Text goes here X [confirmation_headline] [confirmation_messaging] Add to Calendar Text goes here X [confirmation_headline] Your Receipt Order Number: #TEST123-1234567-987654 Description General Admission price quantity fee total $4.00 1 $1.00 $5.00 Description VIP Start: Mon May 16th 7:00pm End: Mon May 16th 10:00pm price quantity fee total $8.00 2 $2.00 $20.00 Total: $25.00 [confirmation_messaging] Add to Calendar Text goes here X Share with Friends Facebook Twitter LinkedIn Link CONTACT THE ORGANIZER Google Outlook iCal Yahoo RSVP Google Outlook Apple Yahoo