Over the past 31 years Stacey Parnum has had the wonderful opportunity of assisting her many clients save for their future.  During her early career she worked with teachers helping them to better understand the benefits offered by their school districts and set up retirement savings accounts.  Now that most of her clients are retired, she has the satisfaction of seeing her fellow baby boomers enjoy their retirement years.  She currently loves working with those who are seriously looking at their retirement—whether they’re getting close to retirement or have already retired.

As a fiduciary Stacey takes a holistic approach by taking an in-depth review of the individual’s situation, understanding that each client will be unique.  She realizes the importance of taking the time to get to know you so to be sure to help you find the right balance of investments that will meet your risk tolerance and individual needs.  Once you are withdrawing money during retirement, your investments quite often need to be different than they were during your working years when you were saving.  Therefore, it’s very important to obtain a new evaluation to be sure you’ll be able to achieve your retirement goals.   One great way to do this is to obtain your retirement score using a Monte Carlo simulation.

With so many types of investments from which to choose Stacey understands it can be overwhelming to many who are approaching retirement or are already retirees.  Her goal is to educate you to be sure you thoroughly understand and feel comfortable with where your retirement savings are invested.  Peace of mind is of utmost importance; now that you’re retired you want to relax without worry of running out of money.

In her leisure time Stacey enjoys hiking with her four dogs.  She’s also an accomplished musician and enjoys reading and cooking.