At Paramount Financial Planning, we believe in the absolute necessity and efficacy of comprehensive financial planning. It’s what we do for each and every one of our clients, and how we help them enjoy their journey and achieve their goals.
We consider all aspects of your life when creating a comprehensive financial strategy for you. Our ability to tap into a broad range of services and products allows us to execute your strategy, monitor your progress and help prepare you for a secure, rewarding future.
We have significant experience navigating complex pension systems for public sector employees and educating them on the different options they have as they transition from working to retirement. We can also help devise strategies for saving more for retirement, maximizing pensions during retirement, and reducing potential tax liability with severance package deferral.
One of the key components of any financial plan is a tailored investment strategy. As a Paramount client, you’ll benefit from the knowledge and experience of Rick Weddell, our Chief Investment Officer, who will build an investment plan just for you.
Every plan we create includes strategies for optimizing tax efficiency in both business and investment strategies.
Preparing for unexpected circumstances is a critical part of building a nimble, reliable and effective financial plan.
Our extensive experience in practice management and business planning allows us to help you create a plan to improve efficiency, navigate challenges and make the best decisions for your business.
We can assist with a broad range of retirement plans, such as 401(k)s, 403(b)s and non-qualified deferred compensation plans and help you make thoughtful decisions about investment management selection and plan design.
We understand that for many of our clients, their wealth is closely tied to their real estate holdings. We can help you make smart, strategic decisions regarding real estate, whether it be your primary residence, rental property or business-owned property.
Our Fetch Financial Hub will give you real-time access to your net worth, goals, and financial plan. This customizable, interactive, and mobile-friendly client portal aggregates all your information, including assets not managed by Paramount Financial Planning, and provides a central location for storing all your important documents and information.
We will provide proactive communication and coordination with all members of your team — CPAs, attorneys, bankers and lenders — to make sure we’re all working together on your behalf.
In conjunction with RFG, we offer women specialized educational and financial planning services to help them plan big and live financially fearless.
We offer a full range of trust and estate planning services, including helping you select a trust company or trustee. We have — or have access to — the specialized legal and tax professionals who are instrumental in creating your legacy and planning for multigenerational wealth transfer.