Why choose Parady?
The Foundation of our company is built on our client satisfaction, client endorsements and client referrals. We choose to work with retirees who prefer the guarantees of instruments that provide steady, predictable results.
Our goal is to create a financial strategy that will:
- Help you to accomplish your retirement needs
- Address the obstacles you believe you may face in retirement
- Work to ensure that you don’t outlive your money
We focus on helping our clients to realize the dreams they envisioned 30 to 40 years ago, when they only imagined what retirement would look like. We still believe in old fashioned values and that our clients deserve world class concierge level service.
Our techniques include:
- Guaranteeing an income stream during retirement
- Protecting your assets from market fluctuation and excessive taxation
- Transferring wealth to families
Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. By contacting us, you may be offered insurance products for sale.
We provide an array of services for our clients which include the following:
- Income Strategies – Our team follows a unique, step-by-step process to meet our clients’ income goals utilizing fixed indexed annuities. Each plan provides guaranteed principal safety and conservative growth without the fluctuations of the market.
- Life Insurance – We offer a wide range of traditional life insurance products as well as new products that include attractive tax and living benefits.
- Parady Tax Solutions, LLC – We work with our clients to develop a comprehensive tax strategy to minimize taxes in the future and maximize the existing benefits of the income tax code.
Additional services include working with subsidiaries Parady Tax Solutions, LLC, and Parady Health Solutions to offer our clients:
- Tax services – We offer tax preparation and tax planning services for our existing client members only.
- Health Insurance – We assist our clients in evaluating and choosing the right Medicare supplement plan as well as the right prescription drug plans.
What we do:
- We cater to conservative-minded retirees.
- We take a team approach to help you build a customized strategy to address your unique retirement goals. Proper strategies with annuities and life insurance can provide attractive tax benefits, cash accumulation benefits and income distribution benefits.
- We work with you to create and implement a customized strategy to meet your unique goals – when to take income, how much to take and from which source.
- We will deliver and implement individual customized strategies with world class concierge level service.
- We work with your existing advisory team to help ensure a holistic strategy is in place. Our team consists of Certified Financial Planners and CPAs to ensure that your strategy is checked, double checked and built to maximize benefits and minimize taxation.
What we don’t do:
- We do not offer aggressive or risky investments/products.
- We will never show you a list of products and ask you to “pick one”.
- We will not recommend companies or products that we would not put our own money in. If it’s good enough for you, it’s good enough for us! We carefully vet each and every carrier and only work with major financial institutions that have a long track record of success and strength.
- We will not present a one size fits all strategy – ever.