At Paramount Advisors, our mission is simple: help you build a secure, predictable financial future — especially in retirement.
With over 15 years of experience, our primary focus is Income Protection. We specialize in delivering guaranteed income streams that continue regardless of market ups and downs. Whether markets are volatile or calm, you can count on reliable income that helps protect your lifestyle and gives you peace of mind when it matters most.
We also excel at helping clients roll over their 401(k)s, 403(b)s, pensions, TSP, and other qualified plans into more flexible, tax-efficient accounts. In addition, we guide you through Life Insurance, Medicare planning, and strategic Wealth Transfers.
As an independent advisor, we have access to virtually any insurance and financial product on the market. This freedom allows us to recommend the right solutions tailored specifically to your unique needs — without being limited to a single company’s offerings.
Protecting Your Retirement Income and Family Security
Professional guidance you can count on
“Paramount Advisors helped us secure our future. We finally feel at peace with our retirement plan.”
— John D., Des Moines
“The rollover process was seamless. Professional, transparent, and highly knowledgeable team.”
— David M., Omaha
“Expert guidance on Medicare and life insurance. They truly put our family's security first.”
— Sarah M., St.Louis
Expert Financial Solutions for Your Future
401(k) - 403(b) - TSP - IRA - ROLLOVERS - INCOME PROTECTION - ANNUITIES - MEDICARE PLANNING - IUL SPECIALISTS - LIFE INSURANCE -
The Architecture of Wealth Security
"At our core, we believe in education over sales. We take the time to thoroughly explain every option so you can make confident, informed decisions with complete peace of mind. Backed by strong partnerships with estate planning attorneys and fiduciary financial advisors — and guided by our own fiduciary duty — you’ll know you’ve chosen what’s truly best for you and your family."
We specialize in 401(k) and qualified plan rollovers into annuities for guaranteed income protection. From Roth conversion tactics, Index Universal Life (IUL) and Medicare guidance to professional life insurance strategies, we craft resilient legacies focused on retirement security and your family’s long-term safety.
The Pillars of Security
Guaranteed Income
Tax-Efficient Rollovers
Family Protection Legacy
Partners:
Medicare Strategy
Partners