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.
Free Consultation
Have Questions? Need Answers? Contact us today for your free consultation with Hank Parrott and our advisors.
Wealth Management Solutions for Life
Products & Services
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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
How Income Taxes Work
A quick look at how federal income taxes work.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.