Parkhurst Financial Service

At Parkhurst Financial Services, we are committed to developing long-term relationships with our clients and helping them achieve their personal and financial goals. Our overriding objective is to empower individuals and families to realize their own dreams and build a lasting legacy for future generations.

Our Philosophy

Our philosophy is based on the understanding that every individual is unique, with their own set of goals, priorities, and circumstances. As financial advisors, we recognize that financial planning is not just about accumulating wealth, but also about building a secure financial future. Our approach is centered around understanding our clients' goals, developing a customized plan to achieve those goals, and regularly monitoring progress to ensure that our clients stay on track.

Our Process

At Parkhurst Financial Services, we believe that a strong planning process is essential to achieving financial security. Our comprehensive approach involves a series of steps designed to help our clients build a solid financial foundation. We begin by gathering extensive data about our clients' current financial situation, including their income, expenses, assets, and liabilities. We then analyze this data and work closely with our clients to identify their goals, risk tolerance, and tolerance for market fluctuations. Based on this analysis, we develop a customized financial plan that takes into account our clients' unique circumstances and objectives.

Our Services

At Parkhurst Financial Services, we offer a wide range of services designed to help individuals and families achieve their financial goals. We provide expert advice on investments, insurance, retirement planning, and estate planning, among other areas. Whether you're just starting out or nearing retirement, we are committed to helping you make informed decisions that will help you achieve a secure financial future.

Investments

As an independent financial advisor, we offer a range of investment options designed to help our clients grow their wealth and achieve their financial goals. From traditional stocks and bonds to alternative investments and tax-advantaged accounts, we have the expertise and resources to help you create a diversified investment portfolio that aligns with your unique needs and objectives.

Insurance

Insurance is an essential component of any comprehensive financial plan, providing protection against unexpected events and uncertainties. At Parkhurst Financial Services, we offer expert advice on life insurance, disability insurance, and long-term care insurance, among other types of insurance. We believe that insurance should be a valuable tool, not a financial burden, and work closely with our clients to find the right coverage at the right price.

Retirement Planning

Retirement planning is a critical component of any financial plan, and at Parkhurst Financial Services, we are dedicated to helping our clients achieve a secure and fulfilling retirement. We recognize that retirement planning is not just about accumulating wealth, but also about building a lasting legacy for future generations. Our comprehensive approach to retirement planning includes evaluating our clients' income sources, expenses, and goals, and developing a customized plan that takes into account their unique circumstances and objectives.

Managing Your Finances

At Parkhurst Financial Services, we believe that managing your finances is not just about making smart investments, but also about living below your means and building a solid financial foundation. We provide expert advice on budgeting, saving, and debt management, as well as strategies for building wealth and achieving long-term financial security.

Asset Allocation

Asset allocation is a critical component of any investment strategy, and at Parkhurst Financial Services, we have the expertise and resources to help our clients create a diversified investment portfolio that aligns with their unique needs and objectives. We recognize that asset allocation is not just about optimizing returns, but also about managing risk and achieving long-term financial security.

Business Succession Planning

Business succession planning is a critical component of any business plan, and at Parkhurst Financial Services, we are dedicated to helping our clients achieve their business goals and build a lasting legacy. We recognize that business succession planning is not just about transferring ownership, but also about preserving the business's value and ensuring a smooth transition to the next generation.

Charitable Giving

Giving back to the community is an essential part of any financial plan, and at Parkhurst Financial Services, we are dedicated to helping our clients achieve their philanthropic goals. We recognize that charitable giving is not just about writing a check, but also about building a lasting legacy and making a positive impact on society.

Resources

At Parkhurst Financial Services, we are committed to providing our clients with the resources they need to achieve their financial goals. From financial calculators and financial planners to educational resources and market analysis, we believe that knowledge is power, and help our clients make informed decisions that align with their unique needs and objectives.