WE HELP YOU REACH FINANCIAL INDEPENDENCE

advice in your best interest that brings peace of mind and an abundant life

GET STARTED WITH PARALLEL

OUR 3 STEP PLAN

SCHEDULE TO MEET

Receive our Introductory Kit and meet to get to know each other and help us learn what is important to you.

FINANCIAL X-RAY

A 5 part analysis of your current financial picture so you know if you are on the right track or have an immediate emergency.

GOOD FIT?

We decide together if we are going to be a good fit working with one another. If so, we begin the S.P.A.R.K. System.

Download the 5 Things Millionaires Know That Create Wealth

In the last 17 years we have helped over 200 families gain clarity and confidence when it comes to their money.

WATCH VIDEO

In the last 17 years we have helped over 200 families gain clarity and confidence when it comes to their money.

WHO BEST DESCRIBES YOU?

BUSINESS OWNER

PROFESSIONAL

RETIREE

STARTING OUT

ATHLETE

BUSINESS OWNER

– Pay Less Taxes
– Invest For Retirement
– Diversify Investment
I’m an entrepreneur and I understand what it means to take risk. Most of my wealth is in my company and I need help making sure I’m managing my personal wealth effectively.

Learn how we helped someone like you.

PROFESSIONAL

– Invest For Retirement
– Maximize Company Benefits
– Save For Kid’s College
I have a growing career and working hard to increase my wealth. I need help making sure I’m taking advantage of all of my personal and employee benefits and mitigating economic risks.

Learn how we helped someone like you.

RETIREE

– Don’t Outlive $
– Optimize Social Security
– Travel More
I am at or near retirement. I’ve worked hard to get here and I need help making sure I don’t outlive my money.

Learn how we helped someone like you.

STARTING OUT

– Pay off student debt
– Financial Road Map
– Cash Reserves
I am establishing my career and family and want to make sure I am building a strong foundation to create wealth.

Learn how we helped someone like you.

ATHLETE

– Protect Money
– Minimize Taxes
– Injury Insurance?
I play professional sports and my career is a short one. I need help keeping a long term focus so I don’t sacrifice my future financially.

Learn how we helped someone like you.

BUSINESS OWNER

PROFESSIONAL

RETIREE

STARTING OUT

ATHLETE

Parallel Financial was started because I wanted a place where I would feel safe sending my mother or best friend to receive financial advice that would make them confident about their future.

Anthony Mahfood

Co-Founder

Parallel Financial

Parallel Financial Partners is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. More information about The Fiduciary Alliance can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy.