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Brian Bishop, CRPC, Financial Advisor
About us
Investment Advisory Services offered through Parsonex Advisory Services, Inc. Securities offered through Parsonex Securities, Inc. Member FINRA/SIPC. 8310 S Valley Highway, Suite 110, Englewood CO 80112. 303.662.8700. www.parsonex.com.
I take great pride in knowing that I am not your typical financial advisor. I understand that everyone is different, thus I treat each client as if they are my only client. I provide simple solutions using terms and visual aids that anyone can understand. My promise to you is that you will have complete trust in the decisions we make together because you will understand them completely and thoroughly - or we won't move forward. Simply put, I'm not comfortable - nor willing to move forward - until you are.
Thank you for stopping by. I hope you find something here that will invoke a bit of curiosity. If so, let's chat!
WHAT I PROVIDE
I provide an independent, open and truthful look at your complete financial picture. I'll tell you exactly what I see in words you can understand, followed up with a simplistic (in comprehension, not make-up) plan that you can and will follow. I can't guarantee results (regulations, regulations and more regulations), but I can guarantee a common destiny.
1. Retirement Planning: 401ks, Rollovers, Traditional/Roth IRAs, Variable Annuities
2. Education Planning - 529 Savings Plans, UGMA/UTMA (Uniform Gifts/Transfers to Minors)
3. Insurance Planning: Life Insurance, Long-Term-Care
4. Estate Planning - Living Trusts (which include provisions for Last Will and Testament, Living Will & Pour-Over Wills)
5. Debt & Savings
WHAT MAKES ME DIFFERENT?
Simply put, I practice what I preach. Ask another financial adviser/planner if their investments and strategies for their personal wealth are comparable to the strategies they have proposed, or even implemented, for you. If he or she can't give you a straight answer, or even show you, then you should run the other way. Here, there are no hidden agendas or proprietary... show more products. If it is not good enough for me, it is not good enough for you. show more
I take great pride in knowing that I am not your typical financial advisor. I understand that everyone is different, thus I treat each client as if they are my only client. I provide simple solutions using terms and visual aids that anyone can understand. My promise to you is that you will have complete trust in the decisions we make together because you will understand them completely and thoroughly - or we won't move forward. Simply put, I'm not comfortable - nor willing to move forward - until you are.
Thank you for stopping by. I hope you find something here that will invoke a bit of curiosity. If so, let's chat!
WHAT I PROVIDE
I provide an independent, open and truthful look at your complete financial picture. I'll tell you exactly what I see in words you can understand, followed up with a simplistic (in comprehension, not make-up) plan that you can and will follow. I can't guarantee results (regulations, regulations and more regulations), but I can guarantee a common destiny.
1. Retirement Planning: 401ks, Rollovers, Traditional/Roth IRAs, Variable Annuities
2. Education Planning - 529 Savings Plans, UGMA/UTMA (Uniform Gifts/Transfers to Minors)
3. Insurance Planning: Life Insurance, Long-Term-Care
4. Estate Planning - Living Trusts (which include provisions for Last Will and Testament, Living Will & Pour-Over Wills)
5. Debt & Savings
WHAT MAKES ME DIFFERENT?
Simply put, I practice what I preach. Ask another financial adviser/planner if their investments and strategies for their personal wealth are comparable to the strategies they have proposed, or even implemented, for you. If he or she can't give you a straight answer, or even show you, then you should run the other way. Here, there are no hidden agendas or proprietary... show more products. If it is not good enough for me, it is not good enough for you. show more
Recommendations and reviews from 1 person
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Referral from
May 9, 2017
Lisa S. asked:I'm looking for a financial advisor. Does anyone have someone they like? Thanks!Andy H. replied:https://www.facebook.com/bishopadvisor/
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