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SERVICES

Personalized. Proactive. Purposeful.

Personalized. Proactive. Purposeful.

Parallel Wealth Advisor professionals support individuals and businesses in creating custom, coordinated financial plans and wealth management solutions.
We are proudly connected to Shelby State Bank and LPL Financial, which allows us to provide full-scale services and professional products while
maintaining a community feel.

From addressing investment principles and strategies to retirement planning and estate conservation issues, our team of financial professionals are your partners through the process, answering your questions along the way. 

Most importantly, you can depend on us to provide you with professional guidance for some of life's most important decisions. 

Products & Services

Financial Planning

Budgeting

Risk Management 

Investment Planning

Retirement Planning

Income Tax Planning

Estate Planning

Charitable Giving

Wealth Preservation

Wealth Transfer

Money Purchasing Plans

Profit Sharing Plans

Plan For Assisting Loved Ones

 

Investment Consulting

Asset Allocation

Portfolio Management

Manager Diligence

Risk Evaluation

Performance Analysis

Insurance Services

Life Insurance

Long-Term-Care Insurance

Personalized Services

Personal Touch-Points
Progress Reviews
Document Management
Coordination with Other Professionals

What does a Financial Advisor do?

What does a Financial Advisor do?

Our Certified Financial Planner and experienced team of
advisors will work toward keeping your financial future on track.

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Second-Opinion Service

Second-Opinion Service

Exclusively for Shelby State Bank clients and their friends,
family and associates.

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Is your financial future on track?

Schedule an Appointment