Debbie Parrish, CRPC®
LPL Financial Advisor
Specialties: Financial Planning, Retirement Planning, Investment Management, Long Term Care, Sudden Wealth Management, Social Security Planning, Estate Planning Conversations, Women’s Finances
I love what I do! What makes it interesting is that everyone’s story is different. In my 15 years of financial planning, I haven’t heard the same scenario twice. I meet young couples just starting out their lives together who want to make sure they are doing the right things for their financial future. Maybe they need a will or life insurance or just to contribute to their retirement plans. I know that if I can get them started on the right track, I can make a real difference in their lives.
I also meet couples in their forties who are looking toward retirement. They want to know if they’re on track and if they will have enough money to meet their goals. I review their financial plan with them and make recommendations for adjustments to their investments or an increase in contributions to their retirement plans if necessary. We may also need to implement investments strategies for excess cash deposits.
Then there are the Baby Boomers who are getting ready to leave the workforce. It’s sometimes scary to them to think that when the paycheck stops, and they will have to live for many years on what they have managed to accumulate during our working career. I want to make sure they have all their planning documents in place and a long term care plan. I always say, “I need a plan if I die today and a plan if I live to 105. If I have one, then everything in between is taken care of.”
And then life happens. From experience I know life never goes as planned. Couples divorce and even if a marriage lasts for a long time at some point one is left behind. I relate to women in these situations, and I’m passionate about working with them to get their lives moving forward.
After graduation from Georgia State University, my first job was in healthcare, where I found my passion for helping people. I then transitioned to the financial industry as an advisor for Smith Barney. I was there for 10 years prior to joining Delta Community Credit Union. I have been helping our members for over five years and am very blessed to be a part of this organization. I have two grown daughters and four grandchildren. My home is in Peachtree City, and I’m an avid gardener.
Debbie is a Chartered Retirement Planning Counselor SM.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.