Parker Strategic Wealth Management
Debby E Parker
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
419-407-8133 419-407-8133
About me
Debby Parker grew up living summers on Put-in-Bay where her family goes back 5 generations as well as Wauseon where her father worked when she was a child. She now lives in Holland, Oh and splits her time between Holland and Put-in-Bay and has clients throughout Northwest Ohio. She began working with Northwestern Mutual in 1999 and graduated from BGSU.
Professional Designations and certifications earned
CERTIFIED FINANCIAL PLANNER™ (CFP®) Bringing all the pieces of your financial life together is a challenging task. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Chartered Life Underwriter® (CLU®) The CLU® is the premier designation for insurance professionals and continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management.
Chartered Financial Consultant® (ChFC®) The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, such as: behavioral finance, special needs planning, small business planning, financial planning for clients.
Retirement Income Certified Professional® (RICP®) This program is designed to work with clients during the distribution phase of their life as they are enjoying their retirement.
Chartered Advisor for Senior Living® (CASL®) a five-course curriculum designed to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Advisory Services
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Disability Planning
Multigenerational Planning
Long-Term Care Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning