Advanced Planning Resources

Family

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.

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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