Why Paramount Financial —


A Partner To Help You Get What You Want Out of Life

      — Passionate, Personal, and Professional

You want a financial advisor who is as passionate about your dreams as you are, someone who will take the extra time to get to know you — not just another account, but someone who connects with you.  At Paramount Financial, we build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to make sure you achieve everything you want.  You get a professional who understands the financial markets and encompasses all of your financial goals.  And because we are a "boutique" independent advisory firm, you receive personal attention from a professional dedicated to a meaningful long-term relationship with you — a relationship that is "Paramount".

Through in-depth meetings, we apply our planning and investment management experience to your vision of the future. Together, we will:

  • Explore and articulate your financial and life goals.
  • Together we'll design a plan tailored to achieving your priorities.
  • Create a "customized" investment plan that balances appropriate investment risks and returns based on your goals, objectives, time horizon and comfort zone a plan to help ensure you won't outlive your money.
  • Analyze your potential long-term care (LTC) risk, the current and future costs of LTC, and provide suggestions on how to fund potential LTC needs.
  • Constantly monitor your financial goals, retirement plan, tax plan, and investment strategies.  Regular monitoring of your "plan" is essential since planning your financial future is not an "event" that happens once; it's an ongoing process that requires periodic review to make sure you're on the right path to achieving everything you want out of life.