Our Process
Our planning process focuses on the big picture.
Our Values
About Us
We have over 40 years of experience helping families.
Our Clients
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WHO WE ARE
ABOUT
OUR FIRM
We have over 40 years of experience helping families FOCUS on what is truly important to them, knowing their financial needs & objectives have been met.
Throughout our comprehensive planning process, we FOCUS not only on a family’s needs but on the reality that “It is about relationships – not transactions”.
Jim Parry
President & Founder
WHY CHOOSE US
We have over 40 years of experience helping families FOCUS on what is truly important to them, knowing their financial needs & objectives have been met. Throughout our comprehensive planning process, we FOCUS not only on a family's needs but on the reality that "It is about relationships - not transactions”. As a Firm devoted to helping Families focus on what is truly important to them, we welcome a conversation with you to discover:
- What remains your greatest joy & accomplishment?
- What still keeps you up at night?
- Who depends on you for support & guidance?
- Who do you turn to for advice & counsel?
JIM PARRY
Jim holds two Masters Degrees from the University of Texas at Dallas: M.B.A. in Finance and M.S. in Accounting. He started Parry Financial in 2000, and now serves Families across the country. He has earned specializations as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP). Jim & his wife, Ellaine, have been married for over 40 years and have a son and a daughter.