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Calculators

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Videos

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WELCOME!

Parallel Equity Advisors, Ltd., is a group of owners, practicing Investment Adviser Representatives (IARs) and associates created to help clients with fee-based wealth management and financial planning. Founded in 2010, we have a vibrant client base of individual investors, families, and closely held businesses.

We believe in breaking down the complexities of advisement into simple, easy to understand steps, creating a proactive, client-centered process.  Empowering and educating our clients is the focus of our business model.  

We appreciate your interest and look forward to serving you in the future.


Parallel Equity Advisors, Ltd. 5650 Blazer Parkway Dublin, OH 43017

(844)-KNOW-PEA 

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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