Joshua Parish, J.D., MBA

Financial Advisor

Financial Planning for Your Business and Family

Most successful businesses are created with an idea and grown with hard work.  But it takes foresight and a comprehensive plan for these businesses to outlive their founders.  The businesses that are successful, those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems ….. owners who know when to ask for help ….. owners who know how to hire “expertise.”  

My team of experts and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of insurance and investment solutions.

Josh Parish Featured in The Frederick News Post

We recently moved our office to 50 Citizens Way, Suite 303 in downtown Frederick Maryland to accomodate the growing number of Financial Representatives who have joined us.  We continue to look for career changers who are willing to work hard to help clients plan for their future. .

You have a voice in your company

As a mutual company, we don’t answer to shareholders. We answer to our policyowners. Exercise your right to vote in our Board of Trustees election. Return your proxy card mailed with your 2013 Annual Report before May 23.

Your Estate Plan: Is a Trust Right for You?

Get the latest white paper now to access your guide to trust basics and options.

The Impact of Long-Term Care on Families

Alzheimer’s doesn’t pick and choose.  It can impact any family. Hear from Emmy-award winning broadcast journalist Meryl Comer, USAgainstAlzheimer’s co-founder Trish Vradenberg and others about the impact providing long-term care for a loved one has had on their lives and families.