Mackenzie Parsons (BS, CFP®)
Mackenzie Parsons focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
At Cornerstone Financial Planning, we find that fostering meaningful engagements allows us to best understand your values, goals, and what is most important to you. Our relationship with you is the cornerstone of our business as we act first and foremost on your behalf, working together to achieve financial peace of mind.
One of the most rewarding aspects of assisting our clients is witnessing their experience of wellbeing that comes with knowing they are making good decisions and are wise managers of their resources. As you begin to recognize some of the forces that affect your wealth and understand what you want your money to do for you, our conversations become more meaningful and our partnership even more effective.
Securing your future – family, health, job, and leisure – requires a plan and a complete picture of the financial possibilities for today, tomorrow, and into the future.
Additional Information
Mackenzie graduated from Roger Williams University in Bristol, Rhode Island, Magna Cum Laude, with a BS, in Financial Services. She later completed her Financial Planning coursework at Boston University.
NAPFA Start Date
November 21, 2014
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