Designing Your Life With a Financial Advisor

Wealth Management Services to Help You Plan the Life You Want

Don't Wait – Your Future Starts Now

When you look to the future, what do you see? A dollar amount flashing in front of your eyes or visions of a new home, memorable vacations, or a peaceful retirement? You can’t put a price on these things, so we don’t. Our financial approach starts with your goals. We don’t ask, “How much do you want to save?” We ask, “What do you want to do?”

  • Are you thinking of buying a home in the next five years?
  • Do you have aging parents?
  • Are you getting close to retiring?
  • Are you worried about sending your kids to college?
  • Are you saving for a vacation home?

Ready to get started?

Letstalkbutton.png 

Minimum investment value $100,000.00

Transcript

Contact Us

Owosso Office
201 N. Washington St. | Owosso, MI 48867


Phone | Fax
989-725-8131 | 989-723-3840
couple on boat

Our Services Help You Start with What's Important

We provide wealth management services to clients in all stages of life. The work we do supports the life you want to build, not just the life you have. Have you started saving? Are you where you want to be? Do you need to know where to start? We can help.

Our services include:
  • Retirement planning
  • Investment recommendations
  • Account management
  • And more

buttonstartpursuing.png 
Forbes Award

2023 Forbes Best-in-State Wealth Management Teams

We are pleased to announce that Parson Dedic Wealth Management Group was recognized on the 2023 Forbes Best-in-State Wealth Management Teams List. This recognition serves as a reminder that we are committed to working every day toward the financial success of our clients.

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Every Generation Should Be Thinking About Retirement

The way we work is changing. For Millennials and Gen X, Social Security, 401(k)s and IRAs aren’t as predictable as they once were. But a secure retirement still requires careful planning...usually long before we assume we need to think about.
parsonandniles_quotegraphic.png

As people live longer, saving for retirement becomes more challenging. Don’t put it off! Find out how and why you should be thinking of saving for retirement in our informative resource, “Reimagining Retirement: Generational Strategies for 21st Century Challenges.” 
 

PandN_FreeRetirementResource_Button.png 


 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IL, IN, MA, MI, MN, MO, NC, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX