Every journey starts with a first step. Together, we’ll determine what is most important to you, what your ideal retirement looks and feels like, and what are you biggest concerns. Understanding your goals and objectives will help us design a plan that is custom tailored for you.
Using our Assurance Retirement Planning Process we’ll 1) design your plan to assure your lifestyle is funded 2) protect what you’ve earned 3) professionally manage money in the market. We’ll optimize your spendable income by minimizing taxes and by helping you avoid costly missteps. We’ll show you objectively when you can safely retire or if you’re already retired, how long the money may last.
It’s time. Your plan is put to work. Our Assurance Planning Process includes implementing your plan and monitoring the progress, projections and risk levels all on a daily basis. Your plan will grow and evolve with you as prepare for and live through retirement, all while adapting to all of your life’s changes.
A custom fit, comprehensive and holistic plan that includes planning for your lifestyle now, in the near future and in the long term. You plan is not just a dollar projection but a roadmap that plans for taxes, spending and life’s risks, all while planning for life’s uncertainties, the risk in the market and taxes.
Paramount Financial is an advisory firm that specializes in planning for your retirement.
Whether you are in your 40’s, just starting to think about retirement or are already in it we can help.
Our philosophy is to simplify your life and allow you to get the answers you need with a single phone call.
Professional Investment Advisory
Proactive Tax Management
Cash Flow Planning
Estate Planning
Healthcare and Medicare Planning
Debt Action Plan
Fully Facilitated Employer Plans
Contact us today to schedule a complimentary consultation to discuss your retirement strategies. If you are interested in Medicare Health Plans, please understand that a licensed agent may contact you regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.
P: 978-406-9137 | F: 978-241-7606
david@paramountfinancialma.com
We do not offer every plan in your area. Currently we represent 6 organizations which offer 80 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
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