Most people do not create a formal budget and we do not recommend strapping yourself into one either. We do, however, want to see where you are currently spending your money so that we can offer appropriate advice on how some expenses may be reclassified that would help reduce taxes or increase cash flow. Some of the items we cover include:
Review past spending patterns Project future cash flow needs Assess required savings/ investment levels Recommend appropriate savings vehicles Analyze mortgage alternatives Analyze and implement margin and other debt alternatives
Paramount Investment Advisors, Inc. is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning. We are currently serving the Suwanee, Buford, Sugar Hill, Duluth, Johns Creek, Cumming, Alpharetta, Roswell, and surrounding cities in North Atlanta out of our Suwanee Georgia office. We also work with clients virtually by using technology to our advantage.