WELCOME!
Parallel Equity Advisors, Ltd., is a group of owners, practicing Investment Adviser Representatives (IARs) and associates created to help clients with fee-based wealth management and financial planning. Founded in 2010, we have a vibrant client base of individual investors, families, and closely held businesses.
We believe in breaking down the complexities of advisement into simple, easy to understand steps, creating a proactive, client-centered process. Empowering and educating our clients is the focus of our business model.
We appreciate your interest and look forward to serving you in the future.
Parallel Equity Advisors, Ltd. 5650 Blazer Parkway Dublin, OH 43017
(844)-KNOW-PEA
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.