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. In the last 17 years we have helped over 200 families gain clarity and confidence when it comes to their money.
I'm an entrepreneur and I understand what it means to take risk. Most of my wealth is in my company and I need help making sure I'm managing my personal wealth effectively. I have a growing career and working hard to increase my wealth. I need help making sure I'm taking advantage of all of my personal and employee benefits and mitigating economic risks.
I'm an entrepreneur and I understand what it means to take risk. Most of my wealth is in my company and I need help making sure I'm managing my personal wealth effectively. I have a growing career and working hard to increase my wealth. I need help making sure I'm taking advantage of all of my personal and employee benefits and mitigating economic risks.
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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.
Last Wednesday was a great day for clients in our Dividend Growth Portfolio. It is likely none of them even realized what happened, as it had nothing to do with that day's account value. However, they will be enjoying the benefits for years to come. On that day Microsoft raised its dividend by 11% and Texas Instruments raised their dividend by 13%.
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