PARKER WEALTH

What are your needs, wants, and wishes? What's your risk tolerance? Your timeframe? The result is a financial garment customized just for you... Things change. Life happens. So we'll adjust and make alterations. We'll take in the plan if it feels too loose. We'll let it out if it feels too tight. We'll work together to make sure the financial garment feels just right... It was clear that Shelley (not her real name) loved spending time with her kids and grandkids. Family had always been the most important thing in her life, and when she would talk about time with the grandkids, Shelley's face would light up. She expressed interest in leaving a chunk of her money to her grandkids to help pay for their college educations. A worthy use of her money, but I sensed there might be a better use for it. And that led me to an idea and a series of questions.