Services

We serve individuals, families, and businesses in various areas of financial management, including:

  • Retirement Planning
    • Making the most of your employer-sponsored retirement plans and IRAs
    • Determining how much you need to retire comfortably
    • Helping you manage assets before and during retirement
  • Tax Management*
    • Looking for ways to help reduce your current and future tax burden
    • Referring you to qualified tax specialists
  • Estate Planning*
    • Helping preserve your estate for your intended heirs
    • Helping with beneficiary designations
    • Reducing exposure to estate taxes and probate costs
    • Coordinating with your tax and legal advisors
  • Risk Management
    • Reviewing existing insurance policies
    • Recommending policy changes when appropriate and finding the best policy for your situation
  • Education Funding
    • Recommending investment and accumulation strategies to help you pay for your or your children's education#
  • Investment Services#
    • Determining your asset allocation needs
    • Helping you understand your risk tolerance
    • Recommending the appropriate investment vehicles to help you reach your goals
  • Business Planning
    • Helping your business attract and retain qualified employees through employee and executive benefit packages
    • Aiding you in creating a successful business continuation plan

*Neither Parman Insurance & Financial Services nor its associates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

#Securities products and services are offered by properly licensed Registered Representatives through NYLIFE Securities LLC (Member of FINRA and SIPC), a Licensed Insurance Agency.

 

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