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About Us

Reaching Your Summit

It's all about planning.

No successful adventurer ever set out on a journey without a plan. And the better their plan is — the more comprehensive and detailed — the better their chances of achieving their goal.  

At Paramount Financial, we specialize in helping our clients create customized, carefully designed financial life plans that are keenly focused on enjoying their personal journey and ultimately reaching their desired destination.

The Right Fit

Think of a sherpa guiding a climber up Mount Everest. It’s critical that not only does the sherpa know what they are doing, but that they have a strong relationship with their climber. It’s essential that the sherpa understands the climber’s personality, goals, hopes and fears. The relationship must be built on trust, communication and mutual respect. In other words, it must be the right fit.

At Paramount, we take the time to get to know you and understand what matters to you, where you are in life and where you want to be. We want to make sure we’re the right fit to guide you on your life’s journey.

Contingency Planning

But rarely does a journey or adventure go precisely as planned. There are always detours and changes as well as unexpected opportunities along the way. So our plans are never rigid or inflexible. Your plan will be designed to be updated and changed as your life and personal situation change. That’s how good planning works.

That’s also how good guides work. They’re always monitoring the situation — checking the weather, the road conditions and the ever-changing needs of their climber — to ensure they remain on track to achieve their incremental goals as well as reach their ultimate destination.

Life-Stage Planning

Just like climbing a mountain, planning for life is done in stages. Where do you want to be in 10, 20 or 30 years? How many children do you need to put through school? Will you be caring for aging parents? At what age do you want to retire? What kind of legacy do you want to leave?

 Every step of your journey deserves and requires careful planning. And we’ll take the time to do it. Because that’s how important planning is. So no step or stage will be overlooked.

Enjoying the Journey

Reaching your destination is important, obviously. But so is enjoying the journey. Again, at Paramount Financial, we believe this is what makes planning so important. Because when you know you’re on track to achieve your ultimate goals — that you have a well-designed, comprehensive plan — you can relax and enjoy the adventure that is life.

Comprehensive Planning

In addition to life’s stages, you must also plan for all aspects of life. For example, we don’t just address saving and investing. We help you manage risk with insurance, and prepare you to leave a legacy with estate planning. We help you carefully manage your employer-sponsored retirement plan to maximize your earnings. We find ways for you to support causes and charities you believe in. We plan to minimize tax liability and even assist with critical business financial planning as well.

The thing is, leaving one hole in a plan can jeopardize the sustainability of the entire plan. So we don’t leave anything to chance. We cover it all.