William Parker

Financial Professional

(615) 386-6368 info@cleargrovewealth.com

Do you wonder WHEN the right time would be to retire?

Do you worry if you WILL have enough money to last throughout your lifetime?

Do you know WHO can help you form a retirement plan that will meet your needs and goals?

Will Parker has been a Retirement Planner for 18 years. He has a strong work ethic and is committed to help each client succeed in their retirement plan. Will and his team have a lot to offer clients:

Receive professional, prompt, and courteous service always, from the entire team.
Be served by professionals, who consider your specific needs, addressed through a concise investment plan.
Wealth management based on an in-depth solid understanding of your financial situations, objectives, and comfort level.
A comprehensive goals analysis using cutting edge tools and programs that create a portfolio customized to you based on risk tolerance and financial objectives.
A strategy meeting to go over your plan every year, adjusting as necessary to remain on track or plan for changes.
Our team uses our cutting-edge retirement outcomes evaluator program, which promotes better outcomes for you and your specific situation, to evaluate your plan regularly.
Have our team work closely with the rest of your financial “team” of professionals, such as your CPA and Attorney to ensure cooperation in working together for you.
Referrals to other professionals such as attorneys, realtors, accountants, and many others.
Access to our online client portal, which is a centralized storage for your account statements, documents, and more.
Whenever forms are needed for your accounts, we will pre-fill all fields that we can, making it as easy as possible for you.
Meaningful contact from our office at least every 180 days, or more frequently if investment markets dictate.
Complete disclosure of all fees and costs associated with your investment accounts.
Weekly emails to keep you informed on what is going on in the market.
Regular education opportunities. We believe strongly that the better you understand the world of finance, the better we will be able to help you make and implement the best plans for your situation going forward. These education opportunities will come by way of Letters, Emails, and In Person Events.
Attend our events which have little to do with business, but everything to do with enjoying our relationship and life.

Your time is valuable, and we want to work hard to ensure that your retirement plans become a reality! Together we can develop a wealth management and preservation plan to leave a legacy for generations that follow.

You can contact Will Parker at or William.parker@equitable.com.

www.williamcparker.com