Individual Investor
Planning for Retirement
Saving and planning for your retirement can be overwhelming. With so many investment choices, it can be hard to know which ones are right for you. At Parkway Wealth Advisors, we take the time to get to know you and develop an understanding of your financial goals. We evaluate your risk tolerance and provide tailored recommendations based on proven, long-term investing strategies that are best suited for your needs.
Diversified portfolios may include:
- Annuities (equity indexed, fixed, immediate and variable)
- Bonds (corporate, government and municipal)
- CDs
- Money Markets
- Mutual Funds
- Stocks
- Unit Investment Trusts (UITs)
Services provided include:
- Asset consolidation / 401(k) rollovers
- Customized investment portfolios
- Existing portfolio reviews
- Individual, joint and custodial accounts
- Individual Retirement Accounts (IRAs)
- Tax friendly investment strategies
Living in Retirement
It’s a lifelong dream to retire. At Parkway Wealth Advisors, we want to ensure you’re prepared for the momentous occasion. With retirement comes a different way of managing your finances and allocating your investments. We are there with you every step of the way. Together, we’ll develop and manage a plan to help your assets last through retirement while taking into consideration the possible tax implications. Simply put, our goal is to help you live comfortably in your retirement.
Additional services provided include:
- Customized “living in retirement” strategies
- Retirement benefit and income analysis
- Required Minimum Distribution (RMD) alerts
Saving for College
The key to saving for your kids or grandkids education is starting early. The cost of a college education is increasing rapidly, and the amount of debt the average student graduates with is staggering. Investing in your child’s future today can help minimize or even avoid the student debt struggles that most college attendees will face. At Parkway Wealth Advisors, we can help you balance the need to save for your retirement and your desire to save for your children’s education by helping you identify and implement a strategy that is right for you.
Services provided include:
- 529 plans
- Custodial accounts
- Customized savings plans
- Education savings accounts
Protecting Your Future
It can be hard to think about the unthinkable, but addressing these rather unpleasant topics now will help you and your family during a potentially difficult time in the future. You can rest assured knowing your family will be provided for and won’t have to struggle financially. At Parkway Wealth Advisors, we can help you protect your assets and your family by determining which solutions are right for you. We can also evaluate your current insurance policies to determine if you are overpaying, or if you are over or under insured.
Services provided include:
- Disability insurance
- Existing policy reviews
- Free quotes from leading national providers
- Life insurance (term, whole life, universal life, variable life)
- Long-term care insurance
Parkway Wealth Advisors, LLC cannot provide tax or legal advice. Please consult a qualified tax advisor or attorney for your tax or legal questions.
