Don't let taxes hold back your planning. We can help you properly structure the transfer of your assets to make sure you are able to efficiently meet your goals. DPIS can help you plan your business succession so your family can carry on your legacy for generations to come. At DPIS, we will assist you in understanding options to achieve equality and fairness among your heirs.
Services
Dan Parrish is a Charter Life Underwriter and a Certified Financial Planner and is the President of Dan Parrish Insurance Services, Inc. (DPIS) and Dan Parrish & Associates Inc. (DPA). Which is a consulting and financial planning firm that has expertise in estate and business succession planning. Dan, as an experienced advisor, provides innovative wealth protection strategies for his affluent business and estate owners.
Quantitative retirement planning would include knowing your after tax retirement income goal, when adjusted for taxes and inflation. We specialize in business exit and succession planning. Our process helps you identify gaps in your estate or business planning as a result of changes in your personal or business life.
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