Our Financial Education Process

Orientation

Listening is the first and most important step in designing a strategy that can help you accomplish your goals. As a team, we pay attention not only to what you say but also to how you feel. This first step is vital to designing an income plan that reflects your needs and desires.

Strategize

Once we’ve reviewed your individualized goals, opportunities, potential challenges, and concerns, we will discuss and propose various retirement strategies and product options. We will educate you on the pros and cons of our strategies and products and design, refine, and customize strategies with world-class concierge-level service to fit your individualized needs.

Nurture

We follow through with every strategy and are never finished with a client. Your life circumstances or goals and the opportunities to meet them may change. But we are here throughout your retirement to make adjustments, answer your questions, and help you with the everyday servicing of your retirement savings products. This includes regular informational and social events as well as annual financial reviews.

The Parady Learning Lounge™

Serving as an ongoing supplemental retirement information venue, the Lounge is an exciting, always bustling, education-driven learning center that holds events continuously for existing and prospective clients. Our commitment is to educate the community about strategies and retirement topics consistently.

Intro to Taxes

It’s unwise to buy annuities or any financial instrument without first having a basic understanding of taxes.

IRA Exit Strategies

Learn how to transition from tax-deferred Accumulation of IRA or 401(k) assets to tax-efficient distribution strategies that meet your overall retirement goals.

Annuity Strategies

How to choose and when to use annuities, including front-loaded income strategies, back-loaded income strategies, and comprehensive inflation-sensitive income strategies.

Parady State of Nation

We host quarterly reviews, which we call Parady State of the Nations, featuring talks on the overall state of the insurance industry, the economy, new products, financial strategies, and upcoming Parady events, changes, and expansions.

Communication is the key to any successful relationship, and our events are a unique way to ensure there is never a breakdown in communication.

Quarterly Reviews

Special Guest Speakers Include

The firm often invites renowned experts to share their knowledge about topics relevant to retirement savings. Some of the guests we have hosted include:
Tom Hegna
Author of “Don’t Worry, Retire Happy!: Seven Steps to Retirement Security”
Moshe Milevsky
Author of “The 7 Most Important Equations for Your Retirement: The Fascinating People and Ideas Behind Planning Your Retirement Income.”
Mary Beth Franklin
Author of “Maximizing Social Security Retirement Benefits” and nationally recognized expert in Social Security claiming strategies, Medicare, and taxes.
Ed Slott
“The Best Source for IRA Advice” by The Wall Street Journal, who speaks about the complexities of IRAs
Robert Siciliano
CSP, security expert, bestselling Amazon.com author, and CEO of IDTheftSecurity.com.
Unstress & Untax Book

Order Your Complimentary Copy!

Unstress & Untax Your Retirement

by Greg Parady

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