Our simple Assurance Planning Process®
has helped so many go from anxious
and worried about the future to excited
to start living it.
We help people who are confused
and worried about making a wrong financial move!
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conversation today!



Our Assurance Planning Process ®

Discover


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.

 

 

 

 

 

 

 

 

 

Deliver


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.

 

 
 
 
 
 
 
 

 
 
 
 
 
 
 


 
 
 
 
 
 
 

 
 
 
 
 
 
 

 
 
 
 
 
 
 

 

 

 

 

 

 

 

 

 

Design


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) grow the rest. 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.

 
 

 

 

 

 
 

 

 
 

 

Result


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.

Discover


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.

 

 

 

Design


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) grow the rest. 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.

 

Deliver


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.

 

Result


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.

The Money Cycle

The Bucket Plan

Why Holistic?

Our Services

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.

 

  • 3-Bucket Strategy Planning
  • Dream/Do Financial Coaching
  • Investment Advisory
  • Proactive Tax Management
  • Estate Planning
  • Healthcare and Medicare Planning
  • Debt Planning
  • Cash Flow Planning

GET ANSWERS TO ALL YOUR QUESTIONS WITH JUST ONE PHONE CALL!

Get in touch

Our Team

David Belisle, WMCP®

Born and resides in Beverly Massachusetts. David received his Bachelor in Science in Business Finance from the University of Phoenix. David graduated at the top of his class and is an inductee of Delta Mu Delta International Honor Society in Business. He has achieved his Wealth Management Certified Professional (WMCP) designation through the American College of Financial Services.

David specializes in wealth management, cash flow planning, and all encompassing retirement plans for his clients.

David is an avid hockey enthusiast and a private pilot. He has one grown daughter, two stepchildren and lives in Beverly with his wife of 20 years.

Ryan Briggs

My name is Ryan Briggs and I am the Case Designer for Paramount Financial. My role here is to collaborate with David and clients, to build a safe and secure retirement plan, so that you can live a worry-free life leading up to and during retirement.

I graduated from Merrimack College in North Andover, MA with a Bachelor’s Degree in Economics and Finance.  I selected this particular route for my career path as this allows for me to be hands on with clients’ outcomes. I take great pride in making sure that every client is valued and welcomed into the Paramount Financial Family.

 In my free time, I enjoy spending time with family and friends. I also enjoy working out and playing basketball.

Johanna Rodgers-Belisle

My name is Johanna and I am responsible for Client Relations, Business Development and Operations. This keeps me pretty busy as you can imagine. I especially love my client relations component as it allows for me to work with our team to deliver outstanding results each time you interact with us.
This is phase two in my career as I was in healthcare for over 30 years in hospital administration. Due to an incredibly rare type of cancer diagnosis, working that type of position became impossible, so this new opportunity has been a gift!
I am a people person thru and thru, and I don’t think there is really anything more gratifying then knowing you’ve played some small part in someone else’s piece of mind!
When I’m not working, I enjoy time with my family, friends and traveling. I also love interior decorating and crafting!

Joanne Gardner

Joanne can typically be found behind the scenes at Paramount Financial, doing what she does best… supporting the practice in a number of ways each and every week. Her outstanding dedication to the firm and the clients is to be commended! You may see her at our reception desk on certain days or at our evening events greeting registrants or entering critical information for us into our databases.
Joanne always has a smile on her face and brings positive energy and humor to the office. We would be lost without her!
Joanne lives with her husband Larry, and in her free time loves spending time with her grandchildren, family and friends. She is most famously known in the family as the Matriarch, and brings everyone together for her annual Christmas Celebration, that no one ever misses!

Get In Touch

p: 978.406.9137 | F: 978.241.7606

 

info@paramountfinancialma.com

 


Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

Request Access