©2019
CLIENT LOGINS
LINKS
Successful financial planning is a lifelong
activity. We take the time to get to know you
and become familiar with your
circumstances and goals.
Our financial team helps you develop a plan
that is straightforward and effective.
Analyzing income, investments, obligations
and responsibilities provides the framework
of your plan.
Coordination with tax preparers and
attorneys are often key components.
In today’s investment world, there are quite
literally tens of thousands of investment choices
available to all of us.
There are however, basically only two investment
objectives. One is capital appreciation or growth,
most often through the stock market. The other
is capital preservation and income generation.
This often involves the bond market and fixed
interest accounts.
Retirement has a different and uniquely
personal meaning for each of us. Hopefully
it will be a great opportunity to begin a new
chapter in your life. Helping you to prepare
for retirement is an important service we
provide to all of our clients.
What happens with your assets after you’re
gone is the subject of Estate Planning. It is
an important part of the overall financial
planning process and an area of our firm’s
expertise.
There are numerous aspects that should be
clearly identified including the naming of
beneficiaries, establishing joint ownership of
assets, gifting of assets along with your will
and the use of trusts as needed.
The planning is unique for each of us but
adds a great amount of clarity once properly
done.
Part of financial planning often includes a
risk management strategy using insurance to
help fill your needs for protecting your
family’s or business’ financial security.
Jeffrey Hahn, CERTIFIED FINANCIAL PLANNER™ is a
SmartVestor Pro who is committed to helping you achieve
your financial goals of eliminating debt and investing for
the long-term. By using Dave Ramsey’s “Baby Steps
Program” you can take control of your financial future.
Striving to keep things simple, together we
address financial issues and implement
effective practices to help you achieve
success.
Our research focuses on finding what we think
and hope will be the best quality investments
for each of our clients, striving for diversification
and balance. We continually endeavor to
improve investment quality and simplify
matters.
After completing an investment profile and
defining your unique financial objectives, our
representatives work with you to build and
manage your investment portfolio.
Some of the common investments we offer are:
•
Mutual Funds / Common Stocks
•
Exchange Traded Funds (ETF)
•
Bonds / Fixed Annuities
•
Money Market Funds
•
Variable Annuities
•
Real Estate Investment Trusts (REIT)
We strive to have it be a decision based on
your preferences, not economics. Even after
you have stopped working, we continue to
be at work for you, monitoring the
investments and providing any needed
withdrawals.
There are numerous retirement investment
plans available. Our representatives will
advise you on your options and help guide
you along the way. Our whole firm is at your
service and ready to help. Some of the plans
available include:
You have worked hard to build your assets.
You will want to make sure they can continue
into the future and help those you care
about.
Notary services are available by a duly appointed Notary
Public for your important documents during regular
business hours or by appointment and are free of charge.
Providing you with financial planning,
investments and service is the basic purpose
of our firm. Our goal is to provide these
benefits to you and your family at the
highest level of quality, professionalism and
friendliness that we can.
Today we serve clients in over 20 different
states. They range in age from 1 to 100 years
old. In a number of cases we are working
with the third and even fourth generation of
some families.
There is never a wrong time to begin
investing. Whether you are starting your first
account or have been retired for many years,
we will work with you to achieve your
financial goals.
You are always welcome at our firm, there is
never a fee to meet with us and there is no
account minimum.
Our financial professionals can help find the
right solution for your needs and
circumstances. Some solutions include:
•
Life Insurance
•
Long Term Care
•
Disability Insurance
•
Rollovers
•
Profit Sharing
•
IRAs (Traditional, Roth, Simple, SEP)
•
•
401(k) Plans
•
•
•
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered
Investment Advisor and Member FINRA / SIPC. SC Parker and Cadaret, Grant & Co., Inc.
are separate entities. This Web site is only intended for residents of states where we are
licensed to sell Insurance and Securities.
Currently we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA,
HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.
…………………………………
Check the background of this financial professional on: FINRA’s Broker Check 
SC PARKER LLC
Investments & Financial Planning Since 1925
