CSRS / FERS Federal Retirement Planning Tools and Resources: Thrift Savings - TSP, FEGLI, FEHB and more.
Home     Articles     News     Resources     TSP Roth Option     Find A Professional     Retirement Seminars     FREE NEWSLETTER    
Home | Parker Norris Financial, Inc.

Parker Norris Financial, Inc.
Red Oak, IA

Contact Information

Company: Parker Norris Financial, Inc.
Contact: Daniel S. Miller
Address: 505 3rd St.  Box 637
City: Red Oak
State: IA
Zip: 51566
Phone: 712-623-5726
Fax: 712-623-4642 
Email: daniel.miller@ingfp.com 
Website:

www.parkernorris.com



About My Practice

Parker Norris Financial is a full-Service financial planning firm dedicated to serving the unique planning challenges faced by those in, or nearing retirement. Our firm has been serving the Midwest since 1963. Services we provide for our Federal Employee clients include calculation of the Federal Pension benefit, providing a Gap Analysis: Current Federal income vs. projected retirement benefits; Coordinating their Federal Benefits (Federal Pension,TSP, FEGLI, FEHB, FLTCIP) with the rest of their families retirement picture; Constructing a tax-efficient income distribution during retirement.

*Securities and Investment Advisory Services offered through ING Financial Partners, Inc. Member SIPC

Parker Norris Financial Inc. is not a subsidiary of, nor controlled by, ING Financial Partners. 

Please note that niether ING Financial Partners nor any of its agents or representatives give legal or tax advice.  For complete details, consult with your tax advisor or attorney.


Offering Advice Since

2004


Areas of Specialty

Personalized financial planning*
Retirement planning*
Investment planning and asset management*
Estate planning strategies*
Insurance
Long-term and elder care


Licenses, Certifications, Education, and Affiliations

Designations: CERTIFIED FINANCIAL PLANNERâ„¢
Insurance Licenses:   Life, Health, & Disability
Security Registrations:   6, 7, 63, 65
Other Licenses, Certifications, Designations: Chartered Federal Employee Benefits Consultant: 2010   
Education:   Bachelor of Science Degree - Kansas State University, Certification: College for Financial Planning
Investment Advisor Registration:  2006
Associations & Affiliations:  Financial Planning Association, Financial Services Institute, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS


Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Redemption fees on mutual funds or insurance products
Commissios an/or loads for investment products purchased


My Association with the Office or Firm

Independent Contractor  

My Broker / Dealer Affiliation

ING Financial Partners, Inc.


DISCLAIMER:  Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included.  No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR).  MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services.