It’s not only what you make, but more importantly what you keep
At Paramount Financial, we operate under the philosophy that proper planning gives you confidence in retirement. We believe planning is not only a function of maximizing return, but also preserving wealth from hidden, unnecessary risks.
By creating a plan, we help prepare you for your financial future, which can make all the difference to you and your loved ones down the line. Because after all, it’s not only what you make, but more importantly what you keep.
How might Paramount Financial be of service to you?
Get a complimentary copy of our "10 Steps to a Successful Retirement" guide today!
David Belisle Paramount Financial 99 Conifer Hill Drive, Suite 204 Danvers, MA 01923 978.406.9137
Advisory services offered through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Paramount Wealth Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. This material is not sponsored or endorsed by the Social Security Administration or any government agency.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.