Our Process

For Individuals: We’re in this together

We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead. We take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can be accomplished.

Step 3: Now comes the fun part. We'll blueprint your legacy goals and develop a plan to guarantee your legacy is achieved.

Paramount Legacy Group will provide ongoing service as your needs and situation change over time. We'll work with you over the years to help keep your flexible plan on track with your changing needs.


For Businesses: We help you keep up the good work.

Running your own business takes more than hard work– managing expenses, empowering employees, keeping it all going and still having time for all other important things is difficult. It takes insight, planning, and the ability to call on the right resources every step of the way. It's about more than the bottom line. As business owners, we understand what your needs are.

You have worked hard to get where you are today. A variety of events can occur that could quickly threaten the success and stability of a business. From your business to your family, we can help you gain peace of mind.

Your team plays a key role in the success of your business. Whether you have partners, managers, staff, or all of the above, Paramount Legacy Group can help you stay competitive to top talent by creating a rewarding work environment.

Since your business and personal lives are intertwined, it’s hard to imagine life without a business. In building a strategy, we will work with you to determine your goals for your future. We can help you ensure income for your retirement and continuation of your business.

Make it easy.
Our job is to make your job easier. We help our clients find the optimal solution for their specific needs and budget. We offer complete and simple implementation to save you time and effort. With the resources we have available, we can find the best solution for you and your business.

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