Retirements that last twenty plus years are an invention of the late twentieth century. In order to navigate a retirement that can last a few decades or more requires precise planning and the ability to evolve into new areas. Retirement means something different for everyone. We do not put our values and priorities on you. We help you develop the vision you have for your retirement years and how you can fund it. We do this by:
Helping you clearly define the goals and values you want to express during your lifetime
Evaluating sources of retirement income and propose alternative strategies
Assessing tax implications of retirement options
Managing rollovers of qualified plan assets
Facilitating informed pension payout decisions
Coordinating retirement benefits including Social Security and Medicare
Beyond Retiring...
Many people get to retirement and enjoy the free time, travel and doing all those things that they couldn't while still working. Shortly thereafter, many of their items have been "checked off" the list and have no clear direction on what's next. The video below can help those that need to be pointed in the right direction with finding the next "playcheck."
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.