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The Retirement Report

Hank is on TV each week giving you more tips and advice on investing, retirement and your money.

7 Steps to Financial Freedom

Designed for the individual investor looking ahead to retirement, Seven Steps to Financial Freedom in Retirement offers unfettered access to financial consultant Hank Parrott's 20+ years of professional experience.

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Have Questions? Need Answers? Contact us today for your free consultation with Hank Parrott and our advisors.

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Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

 

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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