About Us
Our Philosophy
Proper strategies with life insurance and annuities can provide attractive living-tax, cash accumulation, and income distribution benefits that can be protected from stock market fluctuations. The success and growth of our firm are built on the steady, predictable results of our retirement strategies.
We have worked with thousands of clients and always seek to assure them that when they work with us, they can focus on their lifestyle and never outlive their money. At Parady, we have created a one-of-a-kind, nurturing family environment that enables us to provide unparalleled individualized service for each client.
Services
The Foundation of our company is built on client satisfaction, endorsements, and referrals. We choose to work with retirees who prefer instruments that seek to provide steady, predictable results.
We listen to your concerns and work as a team to help you meet your evolving needs and desires.
Our commitment to the satisfaction of every client we serve has driven unprecedented growth based on client endorsements and referrals.
Income Strategies
Successful income planning requires a customized income strategy designed to safely optimize individual returns. Our licensed professionals adhere to a rigorous and unique systematic process to meet each client’s individualized income goals utilizing fixed and indexed annuities. Each specialized income plan seeks to ensure principal safety and growth independent of market fluctuations. Indexed annuities may allow clients to accrue compounded earnings on a tax-deferred basis while earning higher interest rates than on other comparable conservative investment vehicles.
Life Insurance
Life insurance can provide not only an invaluable tax-free death benefit for your heirs but can also provide you with cash accumulation, supplemental retirement income, and some very attractive tax benefits. We offer a wide range of traditional and new products, making owning a life insurance policy a key investment strategy for retirees. Cash accumulation may allow you to increase your death benefit, withdraw money in a lump sum for needed expenses and may provide a continuous source of supplemental income or build a tax-deferred nest egg, ensuring you never outlive your cash.
Wealth Management
Working within the Parady Financial Group offices, is Blueprint Wealth Management LLC. It is here that we seek to provide wealth management services that can help you achieve financial security while growing and protecting your wealth. Using a consultative process, our financial professionals listen and learn about each client’s goals, situation and risk tolerance. From there, we tailor a personal financial strategy for the client that uses a range of financial products and services. We believe your wealth should be managed in order to seek growth or avoid losing value, so our process involves revisiting each client’s financial strategy over time, as their lives or situations change.
Tax Solutions
Working within the Parady Financial Group offices, is Parady Tax Solutions Inc. It is here that we seek to provide a comprehensive tax strategy that will optimally benefit each client. This is an indispensable part of how we create your unique income plan. We work with each client on an individual basis and seek to develop a comprehensive tax strategy that will minimize taxes and maximize benefits. Our team will customize a strategy to address your distinctive financial goals, utilizing fixed-index annuities and life insurance to provide optimum tax relief. We also offer tax preparation services for our clients.
Provided by Parady Tax Solutions Inc.
Additional Tax Services
- IRA Strategies, including RMDS
- Inherited IRA Consultation
- Roth IRA Conversion Consultation
- 401K Net Unrealized Appreciation (NUA)
- Proper tax planning for buying or selling a home or rental property
- Charitable giving tax advice
- Assisted Living and Skilled Nursing Tax Preparation and Planning
- IRS Letter Consultation
- Monitoring tax changes and providing guidance and potential impacts on retirement strategy/planning
- Consultation on tax credits
- Small business tax preparation
