Advanced Planning

Ensuring the continuity of your personal wealth is more than being able to amass a significant nest egg; it’s also the ability to maintain it. Paramount Legacy Group can assist you with Advanced Planning.

We can help you to make sensible decisions about money that are consistent with your values, enabling you to achieve your financial goals and your life's objectives. 

Paramount Legacy Group has access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.

Contact us today to get started on preparing and protecting your legacy.

Note: Paramount Legacy Group and New York Life does NOT provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services.