As a client, I just want to thank you for your time, for inspiring me, for pushing me to become better, and for believing in me. I am a better person for having known you! You have taught me how to summon my courage; how to find my purpose; how to tap into my passion, how to hone my vision and strive toward my goals. Even now that I have graduated college and finished law school, you are still teaching me how to make each day count and have a can-do attitude. I know you are pulling for me and want me to win. I can’t put a price tag on all of this and I am truly grateful and indebted to you!"
- Michael Dorne, BSCJ, JD
Huntsville, Alabama; College Graduate
Our family at RFS celebrates with your family as your teen takes his/her journey into adulthood. Our goal is for your child to graduate with as little debt as possible, without sacrificing your retirement planning and savings! We do this through a series of methods, including access to funding methods of which you may not have been made aware. Let us maximize funding for you NOW!
Assistance With Personal Investment Portfolios
Tax Deferred Investment Opportunities
Tax FREE Investment Opportunities
Property And Casualty Insurance (Homeowners', Auto, Renters', Commercial)
"I've had many financial advisors in my lifetime, many of which had high national rankings. For the last few years, however, my financial advisor has been Mr. Robert Parkerson. His no BS approach, understanding, teaching and implementation have produced staggering, unbeatable results for my portfolio. Robert has a skill of being able to understand and communicate complex concepts in an easy to understand format. Not only has my portfolio and networth grown, so has my financial education. His honest financial advice often times have resulted in my best interest instead of his financial return on his advice. He always puts the client first.
- Kevin Mohler - Silverhill, Alabama
When we all start looking ahead in life, most people have a lot of questions about things that relate to properly positioning their finances that they were never taught in school. This can be a daunting and confusing task. At RFS, our approach is to explain things in simple terms and not complicate the process like other firms. We promise to clarify simple ways to “bring Wall Street to Main Street.”
Company Retirement Accounts
Revocable Living Trusts
Charitable Remainder Trusts
Real Estate Assessments
Physical Gold And Silver Investing/Trading Affiliates
Stocks/Bonds/Mutual Funds/Commodities Investing Affiliates
Hello, Robert Parkerson!!! Let me tell you about my recent experience in your seminar. As you know, old people like me are easily confused and I believe that sometimes that is done by people in your profession on purpose. That is truly sad to say, but call me cynical. I just wanted you to know that when you got done speaking at the dinner seminar, I walked away with several nuggets from your energy and passion. A person can fake excitement, but not passion. I appreciate all that you taught and HOW you taught it. But more importantly, I felt like that things were made very simple and easy to understand. I am looking forward to getting my paperwork in the mail for the transactions that we created together yesterday. I feel deep in my heart that you really are a caring person and treated me like an old friend. I also am comforted in knowing that I can go to sleep at night and not have to worry abut my account losing value. There is no price tag for peace of mind. Once again, sir; great job."
- Sam Davis - Retired -Toyota Corporation - Dallas, TX
As our clients move into their “golden years,” most people agree that the most important thing that they can do with their accumulation of assets is to PROTECT those assets and not lose money in things that perhaps you may have gambled with earlier in life. At RFS, the goal with our clients who are currently in retirement or approaching retirement is to safeguard your assets while maximizing your returns.
Business Incorporation (LLC, C-Corps and S-Corps) In All 50 States
Legal Planning and Documents
Tax Planning/CPA Affiliates
Robert Parkerson and the team at RFS have helped me amazingly in the implementation of my new company. The first work we did together was worth a fortune to the company as well as to me personally. I learned how to be a top runner in my field. I followed the guidance I was given and opened my own lumber company. I was scared to death, but I followed the guidance and did over a MILLION DOLLARS in sales in the first ten months!!! Robert and his team have well thought out financial and business strategies that can make one successful both professionally and personally. By using these strategies; I am almost always able to seal some great deals in the my industry now. If you want real strategies that work with effective implementation- where you know you will get the results that you want- USE RFS! When your very existence and livelihood are on the line- USE RFS! I can’t thank this team enough for assisting me in getting to where I am today. My future, my retirement and my legacy are now secure.
- Brenda Thomas - Co-Owner, Contractor's Choice Lumber Company - Shawano, Wisconsin
Many of our clients are business owners and have matters that must be addressed specific to their needs. For these clients, we offer a full suite of products that take the burden away and allow us to do all the work. Whether you need employee benefits or incorporation... yep, we can do that!
Leading families into financial security for generations.
- Generating massive college funding for your children without compromising years of retirement preparations.
- Establishing rock-solid financial foundations during mid-life, delivering stress-free & peaceful golden years.
- Experiencing a life of fun, during the best years, while securing an inheritance for your children's children.
“I want to tell everyone who has an interest that Robert Parkerson is the best financial advisor that we have had in our company. I was amazed at the way he kept my employees engaged and interested in matters to do with their 401k’s and even other types of retirement planning vehicles. That is certainly not an easy task. I have never in 32 years of HR seen anyone engage my employees the way Robert did. Most of the employees dread open enrollment. After this year’s event, many have said how much they learned and how “different” it was than in times past.I was also impressed by the professionalism and dedication to excellence which he demonstrated from the day that we first discussed my event. There were actually other speakers that we had previously used which were passed over in order to work with Robert. I have received several positive comments and a couple of requests to have Robert back next year. I can assure you, that we fully intend to do so. Thanks, Robert, for making me look good to my superiors and employees and for a truly superb job. I wish you great blessings and if I can EVER help you as a referral source, I am more than happy to sing your praises.”
"I have to say that I very much appreciate the honest and forthright approach given by each of the team members of Real Financial Solutions, LLC., in our annual convention this year. The speech that Robert gave was spot-on and the energy was electric. I looked around the room at our sales team as they were watching Robert speak and they were truly mesmerized by the talk. Robert was able to reach people in a way that no other speaker/trainer in the past had done. It is SO important for our staff to understand the basics and fundamentals of HOW to properly save for their future. It is equally as important that they understand just how much difference there is in a protected vs. a non-protected account. The results will ultimately speak for themselves, but I have gotten enormous feedback and the consensus has been that both your content and your relatability with the “little guy or gal,” that the big brokerage houses don’t want to be bothered with, makes you a real hero to all of us! I do believe that the simplest things ARE often the most profound and when things are simple, they are understood. We are so grateful for your help with our team. I would recommend Robert Parkerson to any organization who is seeking to get real answers from a top level pro who hasn’t forgotten his roots and fights for the average family."
Southeastern Division F&I Specialist - General Motors Corporation
I want to thank you and your team, (especially Jennifer,) for helping me with my college planning. I have to be honest….I wasn’t sure that I was going to like having someone tell me what to do when it came to the college planning process. I felt like our school counselors were there to do that and I felt like they did a good job. I guess you don’t know what you don’t know. I had no idea how much more was involved that my counselors never made me aware of. I don’t think that it was because they were holding information back. I just feel like that they have far too many students to work with to get everything to every student. I really have to say now that I am so grateful that I have had the opportunity to work with you and Jennifer, as well as the patient and kind people at College Funding Solutions. My initial offer from Texas A&M was 3800 dollars. After Jennifer instructed me on what to do to appeal that offer and HOW to do it; my new offer was almost 12,000 DOLLARS! I cannot believe it! I have told ALL of my friends to contact your office and to immediately get enrolled in your program! Jennifer is a MAJOR asset to not only you and RFS, but to everyone that she meets! I will be forever grateful for the way you helped me, my mom and my dad, to get a quality education without bankrupting our family. May God bless you both."
Student-McKinney North High School
Click Your Area Of Interest Below
Our visitors complement these following four sections often!
Check into the area most applying to your goals to see if you have had any of these questions personally...
We maximize scholarships, grants and endowments in ways that the average consumer has no idea how to access. Our goal in the college planning process is to maximize funding for students while maintaining the dignity of the parents’ retirement and savings accounts and getting the student to graduate with little or no student loan debt.
Do you know the top 3 mistakes that parents make when planning for college and applying for grants/scholarships?
What is the single most overlooked MAJOR factor in a college’s decision to accept a student and give them any type of award from the school?
When is the absolute worst time to make campus visits?
Why are 72% of all FAFSA applications filled out incorrectly? (but they accept them anyway)
What is the average student loan debt owed after graduation and how could you reduce or eliminate it?
We educate middle income, every-day Americans on the things that they do not teach you in school: things like HOW compound interest works, whether for you or against you. Our goal with each client is to simplify the financial planning process, where others intentionally complicate it to keep you confused. We want you to get the RIGHT information in order to make the best decisions for you and your family so that you don’t miss out on important and even critical moves at the right times. This could mean issues with your personal IRA, your 401k or even real estate. We show you how to beat the two biggest enemies of savings….taxes and inflation. Are your investments properly protected? Are you properly hedged against the blood-sucking tax system? We will be happy to take a look and give you a FREE initial consultation!
Could I be contributing too much to my 401k?
What is the difference in a Roth IRA and a “Super Roth?”
Why is real estate a great investment sometimes and other times a horrible one?
Is a high risk account really better for a higher return?
How many years does it take for money to double?
Have you ever been told that you should have a will? What if I told you that in most cases, a will is the absolute WORST legal document that you ever sign? Are you nearing retirement? What are you going to do about getting your money out of your 401k and into your own account? Are you concerned with protecting your nest egg or would you rather roll the dice? Are there methods that you may not have been taught that can save you thousands or maybe tens of thousands in taxes when you retire? How can you leave your assets to your family WITHOUT probate, attorneys and other cash vampires stealing everything you have worked for your entire life in the legal process of succession? We specialize in protecting what you have built your entire life, setting up income streams for your golden years and giving you the freedom to enjoy what you have earned.
Should I move my money out of my 401k when I retire or should I leave it?
Why is a “Last Will and Testament” the absolute WORST legal document that you can ever create?
What is the right strategy in the event that I need a care plan in my golden years?
How do I avoid being a victim of the many frauds and scams out there?
Is a reverse mortgage EVER a good idea?
Have you thought about starting a business? Do you currently own a business and need tax/retirement or even exit strategies and planning that maximize your returns? If you are in a business partnership, do you know what a buy/sell agreement is and why it is critical to your partnership? Do you need to get incorporated to protect your personal assets as an individual or small business? At Real Financial Solutions, we have assisted many small business owners in creating corporate charters. We will even get your TIN or EIN registration done for you at no additional cost as a client of our business solutions division. We also offer access to free personal or business legal documents of all types with a membership in our legal services plans.
Is a C-Corp, an S-Corp, or an LLC best for my business situation?
How do I incorporate and are there advantages in certain states that other states don’t have?
What do I need to know about marketing strategies that work 100% of the time to grow your business?
What is SEO and how does it affect my business; and how do I blow the doors off my competition with SEO?
How can I get an affordable marketing platform and website that drives traffic right to my front door?
Robert Parkerson began his financial career in April, 1994 as an insurance agent for Life of Georgia. He transformed from insurance to college, career, and tax advantaged consulting in 1997 by launching his career as an agent with MainStreet Financial Group, quickly becoming the youngest full partner in the firm after only 18 months. He has been at Real Financial Solutions, LLC... for over two decades now. When Robert's customers learned of his move, over 92% followed him. When Robert becomes your Trusted Advisor and Fiduciary, he intends to be with you for life. Robert loves eclectic dishes, outdoor fun, health and fitness.
Gerald Trevarthen began his career in June, 1964 as a broker in the Property and Casualty Business in Alabama. He joined Real Financial Solutions, LLC., in 2004 and added a whole new line of business solutions for his existing, and already massive, book of business. His customers love him and many have been with him for over thirty-five years! Gerald is very heavily involved in foreign mission work with the remote tribes within the bush-country areas of Africa.
Jennifer Rollins began her investment career in June, 2000 as a planner with Wells Fargo Investment Advisors. She left WFIA in 2005 and became an agent with Real Financial Solutions, LLC. She is a Million Dollar Round Table Producer and consistently is top agent for several of our provider companies. Jennifer hikes in her spare time and loves practicing archery.
P.O. Box 702281
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