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Planning for Life, Daring to Dream!

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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.

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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.

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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.

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Life Insurance

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Secure, protect and help guarantee your family's lifestyle, future & dreams.

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Having control over your day-to-day finances

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Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.

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Easy steps for starting a “surprise” fund

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Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

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Retirement Income

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Let us help you prepare for your retirement by building a solid guaranteed* income strategy.

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Easy steps for starting a “surprise” fund

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Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

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Wealth Distribution

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Ensure your legacy by naming who you want to receive what you own, when they receive it, and how they receive it.

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Contact Us

PARAMOUNT LEGACY GROUP LLC

Brian Casey,

Registered Representative & Insurance Agent