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LIFE's PLANNING ISSUES

Our Focus Is On
The Big Picture

Our planning process focuses on the big picture. Integrating investments, insurance, business succession (family owned businesses), legacy planning and charitable bequests. With national Industry Partners we access a wide array of planning options and expertise. We understand that the only vision for the future that matters is your vision and that actions today determine outcomes tomorrow. Our mission is focused on helping you see clearly:

  • Where you are
  • Where you are going
  • Where you want to be
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HELPING FAMILIES FOCUS ON
life’s planning issues




VALUES


TAXES


BUSINESS


RETIREMENT




LIABILITIES


LEGACY


CHARITY

Securities & Advisory Services offered through Triad Advisors Member FINRA / SIPC. Jim Parry is currently registered and licensed to solicit, offer and sell securities products and investment advisory services in the following states: CA, IL IN, LA, MD, MO, MT, NC, NV, NY, OK, PA, TN, TX, WA, WI.

 

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