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.

Couple meeting with financial advisor
hand pointing at financial report on laptop

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.

Couple looking at financial document
Father holding young daughter smiling

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.

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
Investment Advisory
Proactive Tax Management
Cash Flow Planning

Estate Planning
Healthcare and Medicare Planning
Debt Planning


Get answers to all your questions with just one phone call!

Get in Touch

Our Team

Meet Our Team

Money Cycle

Bucket Plan

Why A Holistic Advisor?

Get in Touch

Contact us today to schedule a complimentary consultation to discuss your retirement strategies.  If you are interested in Medicare Health Plans, please understand that a licensed agent may contact you regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans. 

P: 978-406-9137  | F: 978-241-7606

david@paramountfinancialma.com   

We do not offer every plan in your area. Currently we represent 6 organizations which offer 80 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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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.

Blogs

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...