Holistic Wealth Management*

• Financial Planning
  A comprehensive financial analysis helps in determining the strongest paths to a prosperous present and future for you and your family.

• Investment Advisory Services
  I make the decisions that help keep you on track, even in today’s complicated market environment.

• Business Succession Planning
  Be ready for anything, especially when it comes to controlling your company. I can help you plan for a successful continuation of management strategy.

• Wealth Management
  By combining financial planning with investment portfolio management, I create highly personalized plans to help ensure growth.

• Individualized Financial Analysis
  The branches of your wealth begin with the deep roots of a thorough financial analysis of your needs, goals, risk tolerance, and investments.

• Estate Conservation Strategies
  In conjunction with your advisors I will help with estate tax reduction strategies and maximize your family’s interests with well-planned wills, trusts, and other end-of-life documents through life insurance.

• Retirement Planning
  Through different stages of life, your retirement plans may fluctuate. I will help you manage your targets so it can be aligned with your changing needs and help achieve your ultimate dreams.

• Education Funding
  Children grow up so fast, and now their college fund can grow along with them. With steady contributions, you’ll be better prepared for acceptance letters.

• Portfolio Management
  Once I gauge your risk tolerance, I can help create a flexible portfolio that capitalizes on strengths and opportunities while helping to mitigate risk.

• Asset Allocation**
  Based on your risk tolerance and financial goals I will help create a  diverse portfolio in equity, fixed income, cash and asset classes to help maintain a consistent growth and withstand unforeseen fluctuations. 

   

**Asset allocation does not ensure a profit or protect against a loss, but is intended to help you manage your goals and risk tolerance.

Contact us today for your personalized wealth management plan. 

Staying on target only matters when you're heading in the right direction. Learn more about our comprehensive wealth management and integrated investment strategies today*.

Silas C. Parker, LUTCF
Financial Adviser*
6200 Bridgepoint Parkway, Ste 300, Austin, TX 78730 
Office: 512-329-4214   Fax: 512-329-4258