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Planning for Life, Daring to Dream!

Founded in June 2017 by Brian Casey, LUTCF, we strive to help you reach the top of the mountain to achieve all your goals and dreams, by specializing in flexible tax-efficient* wealth preservation and strategies for estate distribution.

What do you want your legacy to be? Is it tax efficient? Is it flexible enough to evolve if and when your needs change in the future? Is it protected for the future? We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a custom strategy that's based on your individual needs and objectives.

Paramount Legacy Group can help you tackle the big issues in life. How we do it depends on your personal needs and preferences, but one way or another, we'll make sure that you're prepared to face any of life's most significant events, such as:

Starting a family: At this point in your life, you may not have had enough time to build up much of a safety net. If income replacement is a primary concern, we can discuss several ways to give your new family the financial protection they deserve.

Protecting your home: There's nothing like the feeling of owning your own home. It's a source of comfort and security for your family and possibly the largest single investment you will ever make. Life Insurance can help protect that investment, and your family, by making sure they have enough money to pay off the mortgage should something unfortunate happen to you.

Paying for college: We all know how important a college education can be to a child's future. And since the cost of education keeps going up, now's the time to study up on ways to meet the rising cost. Fortunately, there may be several ways that we can help.

Getting ready to retire: Retirement means different things to different people. It can mean spending more time with friends, traveling the world, or being able to spoil your grandchildren whenever you want. Of course, the quality of life you lead will depend greatly on the financial resources you set aside. Let's talk about what you want out of retirement and create a strategy that not only helps you save for retirement, but also makes the most of the money you save.

Caring for their future: When it comes right down to it, there's nothing more important than family. If you are in the enviable position of being able to leave something behind, we can put together a strategy of action that helps protect your assets and has the potential to make a real difference to those you love.

So how do we get started?

Let's talk: That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.

Be open and honest: We'll try our best to anticipate your needs but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals.

Ask lots of questions: Go ahead, we don't mind. In fact, we love to answer questions and want to make sure that you fully understand every recommendation we make.

You make the decisions: While this is very much a team approach, there's never any doubt who's in charge. We'll analyze your needs, review your coverage, and supply all the information-but every decision is completely up to you.

Call or email Brian today to get started on preparing and protecting your legacy.

CA License #0M07705

*Neither Paramount Legacy Group, its staff, nor NYLIFE Securities LLC or its representatives or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


Brian Casey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M07705), FL, IL, MA, NJ, NY, OH, PA, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Brian Casey is licensed and authorized to offer insurance in California, but PARAMOUNT LEGACY GROUP LLC may not be. For additional information on California licensure status, please click here.

Brian Casey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14 Lafayette Sq Ste 2200, Buffalo, NY, 14203, 716-382-7009. In this regard, this communication is strictly intended for individuals residing in the states of CA, MA, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

PARAMOUNT LEGACY GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither PARAMOUNT LEGACY GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​