Home About Services Events Resources Blog Contact FREE REPORTS You are here HomeResourcesFREE Reports 8 Things You Must Know Before Buying an Annuity Considering an annuity? What are the pros and cons? This report details some of the most important things you’ll need to consider before purchasing an annuity. Request Now Reliability of Income: What stock market will you retire into? While return on investment (ROI) is important, many retirees may benefit from thinking about the acronym ROI a little differently: Reliability of Income. Request Now Diversification – Are Your Assets Diversified With Your Taxes in Mind? Many investors fail to consider the importance of reducing taxes. This report will share with you one overlooked element in diversification – taxes! Request Now Alternatives to Certificates of Deposit – Combating Historically Low Interest Rates Frustrated with low rates? Looking for alternatives? Request this free report to learn about your options! Request Now 9 401(k) Mistakes to Avoid: A Guide for Individuals Upon Leaving an Employer Rolling over a 401(k)? Changing jobs? Don’t make these common 401(k) mistakes! Request Now Understanding the Difference Between Accumulation and Distribution Thinking about retirement? Planning to get to retirement is quite different from financial planning to stay retired. Request Now Common Beneficiary Mistakes This report details some of the most common mistakes people routinely make when naming beneficiaries. Think you’ve got it figured out? Don’t think it could happen to you? Request Now The Cost of Long-Term Care Survey and Report Wondering how much long term care costs in your area? The first step in planning is to request the most recent Cost of Care Survey detailing the costs for each of the 50 states. Request Now Is a Roth IRA Conversion Right for You? Do you have qualified funds in your portfolio? Concerned about future tax law changes? Learn more about your options to reduce your future tax burden with this helpful report. Request Now Stock Marketing Risk: Friend of Foe? Understanding Fixed-Indexed Annuities and Their Role Inside a Portfolio Learn about the impact of stock market ups and downs, their potential impact on your retirement portfolio, and possible alternative investment options. Request Now Planning for Unpleasantries: Integrating Life Insurance and Asset-Based Long-Term Care into your Financial Plan Needing care at home or in a long-term care facility aren't pleasant topics, but they are expensive ones. Learn about your planning options in this report. Request Now Cyberattacks on the Rise Amidst Pandemic: Four Vulnerabilities Discover common tactics that cybercriminals have been using to exploit the COVID-19 and what you can do to protect yourself. Request Now Please fill in your information below and select the reports you are interested in. Name: * Email Address: * Phone Number: Select Report: * 8 Things You Must Know Before Buying an Annuity Reliability of Income: What stock market will you retire into? Diversification – Are Your Assets Diversified With Your Taxes in Mind? Alternatives to Certificates of Deposit – Combatting Historically Low Interest Rates 9 401(k) Mistakes to Avoid: A Guide for Individuals Upon Leaving an Employer Understanding the Difference Between Accumulation and Distribution Common Beneficiary Mistakes The Cost of Long-Term Care Survey and Report Is a Roth IRA Conversion Right for You? Stock Marketing Risk: Friend of Foe? Understanding Fixed-Indexed Annuities and Their Role Inside a Portfolio Planning for Unpleasantries: Integrating Life Insurance and Asset-Based Long-Term Care into your Financial Plan Cyberattacks on the Rise Amidst Pandemic: Four Vulnerability Rodger Parker is a registered non-solicitor of, and Madison Parker investment advisor representative of, and advisory services are offered through USA Financial Securities Corp. A Registered Investment Advisor located at 6020 E Fulton St., Ada, MI 49301. Parker Financial Group is not affiliated with USA Financial Securities. Madison Parker is authorized to transact investment advisor services only in states where she is properly registered. For investment advisory services these states include: Madison - AZ;CT;KS;MO;NM;OR;TX;WI.. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, no to effect securities transactions or to render personal advice for compensation. © 2021 Parker Financial Group. All rights reserved. × Check the background of this investment professional on FINRA's BrokerCheck »