Young Money, Smart Money
The future is yours. But you have to put in the work to make that dream a reality. And you need to start today. Yes, now.
Our mission is to help you strategically save and invest at an early age to hopefully enjoy financial freedom later in life.
How Do I Save?
Learn eight fundamentals you need to know so you can save, invest and work to secure independent wealth over the course of your career.
What Are My Investment Options?
Here we will give you a brief overview of the universe of investment opportunities available to you, though eventually we will make a case that you will only need to focus on a few types of investments.
How Do I Invest?
Here we will walk you through the investing basics on how to start investing (both at work and outside of work), and what to do depending on how much money you have.
How Do I Plan For My Future?
Plans can be daunting to start, especially for those who don’t enjoy the upfront work. But, when it comes to your financial plan, the sooner you start, the better off you will be.
We Are Here To Help
We are financial advisors, financial planners and portfolio managers at Parsec Financial, a fee-only financial advisory firm in North Carolina with $3.6 billion in assets under management as of June 30, 2022. Our advisors below are Gen Y and happy to help you get a handle on your finances and give you some investing basics to start you on your path to financial security!