Paramount Investment Advisors, Inc. | A fee only financial planning and investment advisory firm that operates as a fiduciary
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  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now

Estate Planning

First and foremost, estate planning is not just completing a will. This particular area can be the most difficult if not done properly because there is a lot of information and “do it yourself” materials that are not applied appropriately. Making sure that all of your information is readily accessible in case of an emergency and that all accounts are titled properly that support your will are of utmost importance. We help you by:
 
     Analyzing and explaining tax consequences of estate structure
 
     Reviewing existing documents and beneficiary designations
 
     Coordinating with estate planning attorney to update/implement plans
 
     Suggesting and executing lifetime giving strategies
 
     Planning for adequate estate liquidity


Legacy Planning

Throughout life, we all have people that make an impact on our lives. These may be family members, teachers or good friends that you would like to make a special acknowledgement to after you are gone. We can help you identify ways you may do this by:
 
     Determining the amount of funds to leave to certain family members and/ or charities
 
     Determining management and termination of trusts
 
     Generation-skipping planning
 
     Donor advised funds
 
     Blended family issues (i.e. divorce, remarriage)

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.

OFFICE LOCATION

4315 S Lee Street
Suite 400
Buford, GA 30518

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