Client Lee Bowman describes her experience working with Parallel Financial. I have previously shared about some of the financial...

We help clients support their favorite charitable causes in a tax efficient manner. I have a client who donates roughly $5,000* per year...

Estate planning is a crucial part of life that many overlook, especially widows who may feel overwhelmed by new responsibilities. It goes...

After the loss of a spouse, many widows are looking for someone they can trust to manage their investments. For widows looking to hire a...