Brick & Mortar

Accurate  Reputable  Trustworthy

Clear As Can Be

Your Success Is Our Only Mission

Peace of Mind

For a Solid Future

Growth & Capital Preservation

Low Risk/Volatility Money Management

Request a Free Informational Kit

Plus event information and a sweet treat!

When would you like to know all the facts?

A.) Prior to making a decision or B.) In the future, after a significant problem arises.

Don’t be sold. Be empowered.

WHY Parkmont?


How can someone build you a retirement plan when they don’t have all the tools necessary to completely build it?

 

  • Medicare
  • Income Planning
  • Risk Management
  • Tax Optimization
  • Estate Planning
  • Long-term Care
  • Life Insurance

WHY Parkmont?


How can someone build you a retirement plan when they don’t have all the tools necessary to completely build it?

 

  • Medicare
  • Income Planning
  • Risk Management
  • Tax Optimization
  • Estate Planning
  • Long-term Care
  • Life Insurance

INDIVIDUALS & FAMILIES

Q:

 

Question posed to CPAs: “How many of your clients seem to make wise financial decisions that are optimized for their benefit?”

A:

VERY FEW. When it comes to social security planning, estate planning and account/asset designations, wise investment decisions with an emphasis on minimizing fees, taxes, and other expenses, people could use a lot of help.

We are here to help, as independent fiduciary advisors, we are legally bound to provide unbiased information that is in your best interests!

EMPLOYERS/HR MANAGERS

Q:

 

Question to plan participants, savers, employees alike, “Does your employer wisely invest in your future by providing education workshops on Health & Wealth to minimize sick/absentee days and enhance your long-term financial well-being?”

A:

They do their best with so much to manage. But I wish they would choose a partner that was more proactive.

We can help, a licensed financial advisor will come in quarterly and share timely information and additional educational resources!

INSTITUTIONAL INVESTORS

Q:

 

Do you know your responsibilities to the organization?

A:

– Assist the board in meeting their fiduciary responsibilities
– Avoid conflicts of interest

 

OUR SERVICES

Health & LTC Insurance

All the carriers shown to you at the lowest rates available.

 

Retirement Income Planning

Coordinate your pension, social security, taxes, other expenses, and retirement savings withdrawals so you can live a comfortable lifestyle.

Tactical Portfolio Management

Daily oversight. Rest assured someone’s watching your investments every day.  You’re off the clock.

Ongoing Financial Planning

Planning for your financial needs is a continual journey.  We’re with you every step of the way.

Our experience and expertise have been important factors to many pre-retirees and retirees, alike. More and more choose Parkmont as their trusted advisory team for their retirement planning needs. Forget having product salespeople build you a plan that doesn’t fit together and causes more problems than it solves. Let us show you how all of your components fit together. Consider working with a qualified team that can build your retirement plan in a single location. Request more information below, it’s simple and with no obligation!

OUR TEAM

Eliot Parker

Eliot Parker

 

Bob Parker

Bob Parker

 

Nancy Parker

Nancy Parker

 

Patricia Gerber

Patricia Gerber

 

Kelly Bollinger

Kelly Bollinger

 

Andrew Felton

Andrew Felton

 

Kenneth Jones

Kenneth Jones

 

Louie Zamora

Louie Zamora

 

Ruth Rollins

Ruth Rollins

 

OUR FEES

STOP IN
& SEE US!

 

FREMONT
900 Croghan St.
Fremont, OH 43420

SANDUSKY
165 Jackson St.
Sandusky, OH 44870

 

FREE

INFORMATIONAL KIT

Request a free informational kit including event information and a redeemable gift certificate for a sweet treat in our local area.

 

Information submitted is transmitted via secure email to the Registered Investment Advisory firm of Parkmont Wealth so they can process your request.

WARRANTIES & DISCLAIMERS There are no warranties implied. Parkmont Wealth Advisors, LLC is a registered investment adviser located in Fremont, OH. Parkmont Wealth Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Parkmont Wealth Advisors, LLC ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Parkmont Wealth Advisors, LLC ’s web site on the Internet should not be construed by any consumer and/or prospective client as Parkmont Wealth Advisors, LLC ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Parkmont Wealth Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Parkmont Wealth Advisors, LLC , please contact the state securities regulators for those states in which RIA Firm Name maintains a registration filing. A copy of Parkmont Wealth Advisors, LLC ’s current written disclosure statement discussing Parkmont Wealth Advisors, LLC ’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Parkmont Wealth Advisors, LLC upon written request. Parkmont Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Parkmont Wealth Advisors, LLC ’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Retirement Solutions Plus LLC and individually licensed and appointed insurance agents.

Powered and Designed by DCLARK Online, LLC. Visit us at www.dclarkonline.com to learn more.