In this podcast episode Jason interview’s Chris Barfield, CPA about a barbell strategy for your money as you transition into retirement.
Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Parker Tax Advisors, Social Security Planner, Annuity Expert, LTC Expert, Insurance Services by Parker Financial, LLC & Parker Financial. Located at 9057 Washington Ave NW #104, Silverdale, WA 98383. Phone: 360.337.2701. Jason Parker has passed the series 65 exam and has a Washington State insurance license. Jason also sells annuities, life & long term care insurance. Parker Financial LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to person that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.