Aaron Parrish
I provide fiduciary advice for a flat fee
- Role
- President at Level Wealth Management
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Aaron Parrish
During retirement, there are several high impact decisions to be made such as what Medicare option to choose and when to start Social Security Income. Through one on one financial planning, I help people navigate these decisions as well as helping them optimize investments and reduce taxes. By charging a flat retainer fee I can reduce conflicts of interest and potentially save clients money.
Experience
President
Mar 2019 — Present · Greensboro/Winston-Salem, NC, US
During retirement, there are several high impact decisions to be made such as what Medicare option to choose and when to start Social Security Income. Through one on one financial planning, I help people navigate these decisions as well as helping them optimize investments and reduce taxes. By charging a flat retainer fee I can reduce conflicts of interest and potentially save clients money.
Education
Appalachian State University
Bachelor of Science (B.S.), Finance and Banking
2004 — 2008
Skills
- Investment Advisory
- Investments
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
- Wealth Management
- Asset Allocation
- Finance
- Risk Management
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