WE HELP YOU REACH
FINANCIAL INDEPENDENCE.

Advice in your best interest that brings peace of mind and an abundant life. 

 

GET STARTED WITH PARALLEL

OUR 3 STEP PLAN

SCHEDULE TO MEET

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Receive our Introductory Kit and meet to get to know each other and help us learn what is important to you.

FINANCIAL X-RAY

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A 5 part analysis of your current financial picture so you know if you are on the right track or have an immediate emergency.

GOOD FIT?

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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.

A presentation at the office

DOWNLOAD THE 5 THINGS MILLIONAIRES
KNOW THAT CREATE WEALTH

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In the last 17 years we have helped over 200 families gain clarity and confidence when it comes to their money.

 

WHO BEST DESCRIBES YOU?

Business Owner

– Pay Less Taxes

– Invest for Retirement

– Diversify Investment

Professional

– Invest For Retirement

– Maximize Company Benefits

– Save For Kid’s College

Retiree

– Don’t Outlive $

– Optimize Social Security

– Travel More

Starting Out

– Pay off student debt

– Financial Road Map

– Cash Reserves

Athlete

– Protect Money

– Minimize Taxes

– Injury Insurance?

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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.

Anthony Mahfood
Co-Founder

 

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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