GET STARTED WITH PARALLEL
OUR 3 STEP PLAN
SCHEDULE TO MEET
Receive our Introductory Kit and meet to get to know each other and help us learn what is important to you.
A 5 part analysis of your current financial picture so you know if you are on the right track or have an immediate emergency.
We decide together if we are going to be a good fit working with one another.
If so, we begin the S.P.A.R.K. System.
WHO BEST DESCRIBES YOU?
– Invest For Retirement
– Maximize Company Benefits
– Save For Kid’s College
Parallel Financial was started because I wanted a place where I would feel safe sending my mother or best friend to receive financial advice that would make them confident about their future.
Need more details? Contact us
Parallel Financial is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. More information about The Fiduciary Alliance can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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