“We recently engaged with Paramount Financial Group to update a post retirement financial plan and were pleased with the attention to detail and recommendations of our planner, Ian Tollefsen. Although we have worked with financial services for many years and were familiar with the process we still learned new strategies to maintain our retirement savings and ensure our money lasts as long as we do. Our advisor was comprehensive in gathering information and articulate in explaining risks, and developing a strong plan to maintain our hard earned retirement savings.“
Financial Consultants
“We recently engaged with Paramount Financial Group to update a post retirement financial plan and were pleased with the attention to detail and recommendations of our planner, Ian Tollefsen. Although we have worked with financial services for many years and were familiar with the process we still learned new strategies to maintain our retirement savings and ensure our money lasts as long as we do. Our advisor was comprehensive in gathering information and articulate in explaining risks, and developing a strong plan to maintain our hard earned retirement savings.“