DISCOVER YOUR
HAPPILY EVER AFTER

HELPING YOU ACCOMPLISH YOUR DREAMS THROUGH HOLISTIC FINANCIAL PLANNING.

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ACCESS OUR FREE GOALS CALCULATOR

HAVE CLARITY

Have a clear vision of your
entire financial story.

GAIN CONFIDENCE

Be organized and financially
confident in every chapter of life.

ENJOY FREEDOM

Reclaim your time and break
free from financial distractions.

We all want to believe we’re headed for our happy ending, but if we don’t take ownership of our story now, that success isn’t guaranteed. We have to take part in the “once upon a time” portion of our story, too—and that starts by making wise financial decisions. The truth is, even the most successful people struggle to manage their wealth and organize their goals in a way that effectively propels them toward their Happily Ever After.

That’s where we come in.

We’re here to help you forge a path to your storybook ending through strategic financial planning. You can call us your Gandalf, your Yoda, your Dumbledore—or you can just call us your financial advisor. Either way, we’ll be right by your side, making sure you’re well on your way to Happily Ever After.

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THE SILAS PARKER & ASSOCIATES

HAPPILY EVER AFTER PLAN

ASPIRATIONS MEETING

This is a no-obligation meeting to see if we’re a good fit. We’ll tell you about us, ask questions about you, where you are now, and where you hope to be in the future.

PLAN & IMPLEMENT

We’ll put your personalized plan into place and make sure you understand every detail so you can stay organized and be confident each step
of the way.

III

ONGOING PARTNERSHIP

As the different chapters of your life unfold, you can rest assured that we’ll be by your side to help you stay on track as you pursue your
Happily Ever After.

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MEET YOUR TEAM

THE ART OF WRITING
YOUR FINANCIAL STORY

In the journey of life, we all want to believe that we're headed for a happy ending. We want to make the right decisions so that we can accomplish our goals and dreams, but when it comes to our finances, it’s not always easy to know what the right decisions are. “Who should I listen to?” “What if I make the wrong decision?” “What about the economy?” “What's the best way to tackle my debt?”

At Silas Parker & Associates, we believe that in the land of opportunity every hardworking person deserves a Happily Ever After financial story, and we’ll help you write yours. How do we do it?

Utilizing a clear and transparent process and fiduciary approach in our investment advisory work, where your best interests come first
Helping you get organized, expand your financial wisdom, and take action so you can get the job done
Equipping you with an integrated team of experts, world class resources, and alliances
Providing access to innovative technologies to help you keep track of your entire financial picture

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Success is like a seed: the more you plant, the more you receive.

- Benjamin Lotter

Wealth, like a tree, grows from a tiny seed. The first copper you save is the seed from which your tree of wealth shall grow. The sooner you plant that seed the sooner shall the tree grow.

- George Samuel Clayson

Plant seeds of happiness, hope, success, and love; it will all come back to you in abundance. This is the law of nature.

- Steve Maraboli

An oak tree is the symbol of our firm because it’s strong, it thrives, and it can withstand almost any storm that comes its way. That’s exactly what we want for all of our clients—for them to look at their financial story with hope and optimism, while at the same time making sure that they’re protected from the storms of life. We want their wealth and assets to grow no matter what environment they’re in, and we want to plan ahead to make sure that when the unexpected happens, we can handle it with resilience.

You already have an idea in your mind of what your Happily Ever After looks like, and no matter what it is, we’ll help you stay on track through every chapter of life.