Helping you plan your financial future.
- Do Good Award - Recognized by NLG for outstanding contributions to community welfare and philanthropy (2017).
- Flame of Hope Award - Honored by GAMC for exemplary leadership and dedication to humanitarian causes (2016).
- Women Achiever - Awarded by Business Life for outstanding accomplishments in business and leadership (2015).
- Agent of The Year - Honored by both the Society of Financial Professionals and the National Association of Insurance & Financial Advisors for exceptional service and expertise in the field (2013).
Welcome to Our Wealth Management Platform:
Welcome to our comprehensive wealth management platform, where we offer a myriad of resources including newsletters, calculators, and research reports to empower your financial journey. Our mission is to equip you with the knowledge and tools necessary to navigate the complexities of financial planning, in pursuit of a confident and prosperous future.
At our firm, we understand the multifaceted nature of financial decision-making. Factors such as volatility, price fluctuations, and personal risk tolerance all play pivotal roles in shaping your financial objectives and investment portfolio. Without careful planning and vigilant monitoring, wealth can be vulnerable to erosion from inflation, taxes, and economic uncertainties stemming from social, political, and natural events.
As seasoned specialists in retirement planning and wealth accumulation, we are committed to addressing your concerns and providing tailored solutions to safeguard your financial independence. Whether you're focused on wealth building, funding education, planning for retirement, tax optimization, or estate preservation, we offer a wealth of experience and knowledge, to guide you toward your goals.
We recognize that navigating today's economic landscape, particularly amidst global challenges like the Coronavirus outbreak, can be daunting. However, we firmly believe that amidst volatility lies opportunity. Our expertise strives to enable us to identify these opportunities and guide you in capitalizing on them, seeking financial stability and growth.
If you're seeking personalized financial guidance or looking to refer a friend or family member, we invite you to explore our services further. Whether you prefer to connect via email or phone, we are here to provide the support and expertise you need to pursue your financial aspirations.please click here.
Together, let's embark on a journey towards creating, enhancing, and safeguarding your wealth. Our collaborative approach will enable us to identify your unique goals, assess your risk profile, and develop a tailored plan of action tthat seeks to propel you towards financial success.
*Tina Parsegian is a member of the organizations and the organizations are not affiliated with LPL Financial. LPL Financial and LPL representatives do not provide tax or legal advice.
Newsletters
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.