Parker Financial Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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16 Years

in Business

(713) 492-0964Call Visit WebsiteVisit Website Map & DirectionsDirections14800 Saint Marys Ln Ste 245Houston, TX 77079 Write a ReviewWrite Review

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Extra Phones

Phone: (832) 830-8182

Phone: (832) 476-3495

TollFree: (877) 752-6228

Neighborhoods

Westside, Energy Corridor, London Lane Townhome, London Lane Apt

AKA

US Health Advisors

Other Links

http://www.parkerfeeonly.com

https://www.parkerfeeonly.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Mutual Funds, Retirement Planning Services

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Certifications: Certified Financial Planner

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Details

Phone: (713) 492-0964

Address: 14800 Saint Marys Ln Ste 245, Houston, TX 77079

Website: http://www.parkerfeeonly.com

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Parker Financial Advisors

Tax Planning
Instant wealth can make life much more complex. With the new opportunities it brings, some people quickly wipe out portions of their new-found wealth through ineffective tax planning, guilt-induced generosity, or poor cash flow management. Money decisions can be emotional, which is why some people work with a financial professional that serves as an emotionally-neutral party and provides personalized guidance to help them stay on track.
Charitable Giving
Before donating, check the charity’s name against a credible database. The IRS Tax Exempt Organization Search Tool can help you confirm that you can write off your donation. If you’re donating to an American organization, check their 501(c)(3) status. There are other types of organizations that accept contributions and allow you to take a deduction, but they vary, and sometimes the deduction allowed is as a business deduction, not a charitable contribution. Either way, the ability to accept deductible donations is a key qualifier of a legit charity.
Avoiding Probate
In some cases, if you tell one person, you may as well publicly post on social media. This could be difficult if you come into an inheritance unless it was passed to you through a trust. In general, when assets pass by trust, they avoid probate proceedings which are a matter of public record.
Roth IRA
Some qualified retirement accounts, like your 401(k) and Roth IRA, are not counted as an asset when determining your child’s eligibility for financial aid. Understanding the Free Application for Federal Student Aid (FAFSA

Investment Management
Robo-advisors have been able to offer an alternative to traditional ﬁnancial professionals to those with limited resources. They can provide automated advice and portfolio management based on your criteria with low costs and low account minimums.
Mutual Funds
Wealth Management
Wealth management is something that many financial firms claim to offer but few actually deliver. Parker Financial Advisors has developed a consultative process that determines what is important to each client and where the client is currently. Customized solutions are developed to help clients achieve all that is important to them. We define wealth management (WM) as follows...

Financial Planning
Your 20s are often seen as a true coming of age when financial responsibility opens up the possibility of turning your dreams into reality. You’re settling into life after university, paying off debts, and starting to really define who you are as a person. But with bills, rent, keeping up social appearances, and other pressures, financial planning is often pushed to the side.
Retirement Planning
The many decisions and changes accompanying retirement can be overwhelming, and the accumulated resources from years of working cannot be replaced. Effective and experienced decision-making support is essential in transitioning from a regular paycheck to living off one's savings. Rising health-care costs, disappearing pension plans, and increasing longevity are some of the serious challenges to be addressed. We assist in making decisions, completing paperwork and developing and implementing strategies, with the objective of removing the worry of running out of money.
Asset Management
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2022 Advisor Websites.
College Funding
Many students aren’t able to make it through college on aid alone and may need to have access to additional savings for college. One option is a 529 College Savings Plan, which offers tax-free withdrawals for college expenses. Consider speaking to a financial professional or college planning professional to learn more and see if this could be part of your college saving strategy.

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