Our Process

In the Parady Learning Lounge™ you will learn who we are as a company, what we do, and how we do it. We introduce some of the strategies and products used to build your retirement plan.

Listening is the first and most important step in designing a strategy that can help accomplish your goals. As a team, we are paying attention not only to what you say, but to how you feel. This can be a tough process! However, it is vital to designing a plan that reflects your needs and desires. It’s about you. Your life, your way.

We review your individualized goals, opportunities, potential challenges and concerns and begin to discuss and propose a variety of retirement strategies and product options. We take a team approach to help you build a customized strategy to address your unique retirement goals.

With our team approach we design, refine and customize strategies with world class concierge level service to fit your individualized needs. We can work with your existing advisory team to help ensure a holistic strategy is in place.

We educate you on the pros and cons of the strategies and products we will use. Our process consists of education sessions with a team of Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and insurance professionals to ensure that your strategy is understood, checked and double checked.

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