Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
Parkhurst Financial Service is dedicated to building long-term relationships with clients while helping them achieve personal and financial goals. With a focus on legacy planning and future generations, the firm emphasizes trust, personalized strategies, and comprehensive financial security solutions. Our team combines decades of experience in investment management, insurance, and retirement planning to deliver tailored advice aligned with individual client needs.We prioritize transparency, ethical practices, and ongoing monitoring of financial plans to ensure clients maintain tax efficiency and adapt to life's changing circumstances. As a client-centered firm, we strive to simplify complex financial decisions through education, clear communication, and access to a wide range of products and services.
Services
Investments
Insurance
Retirement Planning
Asset Allocation
Business Succession Planning
Charitable Giving
Highlights and features
- We offer 30+ years of experience in personalized financial planning.
- Our team holds FINRA/SIPC-registered broker-dealer affiliations.
- We provide tax-efficient strategies for retirement and legacy planning.
- Our process includes ongoing monitoring of financial plans.
- We specialize in business succession and charitable giving strategies.
Associations and certifications
- FINRA
- SIPC
Services
Investments
Our investment strategies help clients achieve short- and long-term financial goals through diversified portfolios. We offer registered and non-registered savings options tailored to individual risk tolerance and time horizons. Our expertise includes retirement accounts, mutual funds, and group retirement plans for businesses.
Insurance
We provide comprehensive insurance solutions including life, disability, and long-term care coverage. Our plans protect families from financial hardship while offering tax-advantaged savings opportunities. We customize policies to address income replacement, estate planning, and business continuity needs.
Retirement Planning
Our retirement planning addresses longevity, healthcare costs, and estate transfer challenges. We help clients optimize Social Security benefits, manage qualified retirement plans, and implement tax-efficient withdrawal strategies. Services include IRA management and lifetime income solutions.
Asset Allocation
We develop personalized asset allocation strategies that balance risk and return based on client goals. Our approach combines diversification across asset classes with periodic portfolio rebalancing to maintain alignment with evolving financial circumstances and market conditions.
Business Succession Planning
We help business owners create tax-efficient succession plans using buy-sell agreements and life insurance. Our strategies ensure smooth ownership transfers, protect company value, and provide liquidity for estate taxes while maintaining operational continuity for employees and stakeholders.
People
Jon J. Parkhurst
Founder
Jon Parkhurst has over 30 years of experience in financial services, specializing in retirement planning and investment management. He focuses on creating personalized strategies that help clients build wealth and secure their financial futures through comprehensive planning.
Nicole Ferrell
Client Services Associate
Nicole Ferrell supports clients with administrative tasks and financial planning coordination. She brings expertise in client relations and operational efficiency, ensuring smooth implementation of investment and insurance solutions for individuals and businesses.
Angel Martinez
Client Services Associate
Angel Martinez assists with portfolio management and client service operations. He specializes in simplifying complex financial concepts for clients while maintaining rigorous attention to compliance and regulatory standards in investment advisory services.
Diane Javorsky
Administrative Assistant
Diane Javorsky provides administrative support for financial planning processes. She ensures efficient document management and client communication coordination, contributing to the firm's commitment to organized and responsive client service delivery.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, insurance solutions, asset allocation, business succession planning, and charitable giving strategies tailored to individual client needs.
How do you approach retirement planning?
We address longevity, healthcare costs, and estate transfer needs while optimizing Social Security benefits and implementing tax-efficient withdrawal strategies for sustainable retirement income.
Do you work with business owners?
Yes, we specialize in business succession planning, group retirement plans, and tax-efficient strategies for business owners transitioning to retirement or transferring ownership.
What makes your investment approach unique?
We combine personalized asset allocation with ongoing portfolio monitoring to maintain risk-return balance aligned with client goals and changing market conditions.
How are you compensated for services?
We disclose all compensation structures upfront, including commissions on insurance products and advisory fees for investment management services as required by regulatory standards.
Can you help with tax-efficient planning?
Yes, we implement strategies using tax-advantaged accounts, charitable giving vehicles, and retirement plan structures to minimize tax liabilities while achieving financial objectives.
