Investments

For most people, it’s common to focus on saving money for specific milestones in life, such as buying a house, a child’s college education, or retiring. But as we get older, most people tend to get passive about the preservation of their wealth. Once you have accumulated enough money, how do you protect it can depend on your personal financial situation. Investing smartly can protect your income and assets in the future, and not only for you but for future generations and organizations you are close to.

Paramount Legacy Group offers access to products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, including self-directed, and tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.