Services
We provide sophisticated financial services for our clients. We also simplify the complex, build warm, lasting relationships, and are committed to paying it forward … and back.
Holistic Planning
We simplify financial planning by covering everything from savings and retirement to estate and charitable giving. Our goal is to create a clear, personalized plan that fits your unique goals and life dreams.
Investment Management
We create and manage a portfolio tailored to your financial goals. We manage asset selection, diversification, and monitoring, aiming to grow and protect your wealth.
Tax Planning
We create plans that aim to manage your tax liabilities and grow your wealth with intention. Our strategies integrate tax-efficient investments, retirement planning, and estate planning to support your long-term financial goals.
Retirement Planning
We help you navigate decisions on savings strategies, Social Security, and income distribution to help give you confidence in your retirement years.
Estate Planning Strategies
We work with your legal representative to ensure your plan includes efficient wealth transfer, minimizes taxes, and provides for your loved ones. We guide you through key decisions to help protect your legacy.
Disclaimer: Cordingley and Parkinson Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
