Invest for Retirement

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You may have lots of excuses for not saving for retirement, but you know you should. Trust us, you don’t want to have to rely only on Social Security benefits after retirement and you don't want to be a burden on your children. Preparing ahead can not only help reduce the taxes* you pay and over time, but you can give yourself a more comfortable and happy retirement.

Not all investment accounts are created equal. Paramount Legacy Group offers access to products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs).

We also offer access to products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

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

*Neither Paramount Legacy Group, its staff, nor NYLIFE Securities LLC or its representatives or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Disclosure

Brian Casey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M07705), FL, IL, MA, NJ, NY, OH, PA, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Brian Casey is licensed and authorized to offer insurance in California, but PARAMOUNT LEGACY GROUP LLC may not be. For additional information on California licensure status, please click here.

Brian Casey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14 Lafayette Sq Ste 2200, Buffalo, NY, 14203, 716-382-7009. In this regard, this communication is strictly intended for individuals residing in the states of CA, MA, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

PARAMOUNT LEGACY GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither PARAMOUNT LEGACY GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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