

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.

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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

Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.

Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
The Twelve Steps to Living Confidently: Budgeting
One of the most important steps to become financially sufficient is to set up a realistic budget.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
It’s Time to Have a Talk with Your Parents
One of the strangest developments in the ever-evolving child-parent relationship is reaching the point when an adult child starts dispensing advice to his or her parents. It’s a profound, but natural turning point in the relationship.
Ask a Financial Professional: Successful Entrepreneurs
Learn more about business finance from Travis Scribner of WestPac.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Business Owner’s Quick Start Guide to College Funding
As a small business owner, you’re used to having to rely on yourself for everything from retirement planning to health insurance. Saving for your children’s college fund is no different. It may seem like a daunting task, yet there are strategies you can use to help fund your children’s education.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?