Business Details
30 Years
experience
Your Trusted Partner for Retirement Planning Solutions
Parady Financial Group has been dedicated to empowering individuals with strategic retirement planning solutions for over 27 years. Founded in 1996, our firm specializes in income strategies, life insurance, and tax solutions tailored to conservative-minded retirees. Our team, led by industry-recognized expert Greg Parady, has built a legacy of trust through personalized service and a commitment to client-centric outcomes. With a focus on financial security, we help clients protect assets, optimize tax benefits, and achieve long-term stability. Our innovative approach combines modern annuity concepts with a systematic process to address evolving retirement needs. As a BBB-accredited agency with an A+ rating since 2002, we uphold the highest ethical standards while fostering community through the Parady Cares Foundation.Our educational initiatives, including Retirement Wealth Summits and Case Study Events, empower clients to make informed decisions. With over $1 billion in annuity sales and a reputation for excellence, we remain pioneers in crafting customized strategies that align with individual goals. Our dedication to philanthropy, having raised over $2 million for local causes, reflects our belief in giving back to the communities we serve. Whether through one-on-one consultations or comprehensive wealth management, Parady Financial Group remains steadfast in its mission to transform retirement planning into a stress-free journey.
Services
Income Strategies
Life Insurance
Tax Solutions
Wealth Management
Retirement Planning
Annuity Sales
Financial Education
Estate Planning
Tax Preparation
Charitable Giving
Details
- Year established: 1996
Highlights and features
- 27 years of experience in retirement income planning since 1996
- $1 billion in annuity sales demonstrating industry leadership
- BBB Accredited Business with A+ rating since 2002
- Recognized as #1 income and annuity professional nationally
- Raised over $2 million for community charitable causes
Associations and certifications
- Better Business Bureau
What people say
Exceptional treatment of clients
Spectacular events
Thoroughly enjoyable evening
Enjoyed Greg's talk
Wonderful relationships
Services
Income Strategies
Our income strategies create customized financial plans to optimize tax rates and sustain desired lifestyles during retirement. We employ systematic processes to develop personalized annuity-based solutions that ensure long-term financial stability. With over $1 billion in annuity sales, our approach combines modern annuity concepts with proven wealth preservation techniques tailored to individual client needs.
Life Insurance
Life insurance solutions provide tax-free death benefits while offering cash accumulation and supplemental retirement income. Our policies integrate tax advantages with wealth transfer strategies to protect assets and ensure financial security for beneficiaries. We focus on creating comprehensive coverage plans that align with clients' long-term financial objectives.
Tax Solutions
Our tax solutions combine accounting expertise with retirement planning to optimize tax efficiency. Through strategic preparation and ongoing planning, we help clients minimize tax liabilities while maximizing retirement income potential. Services include comprehensive tax analysis integrated with wealth management strategies for holistic financial optimization.
Wealth Management
Wealth management services focus on growing and protecting assets through diversified investment strategies. Our approach balances risk management with growth opportunities to build sustainable financial security. We provide ongoing portfolio management aligned with clients' retirement goals and risk tolerance levels.
Financial Education
Our educational programs include Retirement Wealth Summits and Case Study Events that teach practical planning strategies. These sessions provide actionable insights through real-world examples and interactive learning experiences. The Parady Learning Lounge serves as a hub for financial literacy, helping clients make informed decisions about their retirement futures.
People
Greg Parady
Founder & Lead Financial Adviser
Recognized as the #1 income and annuity professional nationally, Greg has over 27 years of experience in retirement planning. He pioneered innovative annuity concepts and has raised over $2 million for community charities through the Parady Cares Foundation.
Joe Barton
Client Relations Director
With eight years of service, Joe oversees client events and relationship management. He ensures exceptional client experiences at all Parady events, maintaining the firm's reputation for first-class service and client satisfaction.
Kathy Penno
Senior Financial Consultant
Kathy contributes to strategic planning and client education initiatives. She plays a key role in developing the firm's financial literacy programs and maintaining long-term client relationships through personalized advisory services.
Richard Neveu
Wealth Management Specialist
Richard specializes in creating customized wealth preservation strategies. He focuses on integrating tax-efficient solutions with retirement income planning to help clients achieve their financial goals through comprehensive portfolio management.
Questions
What retirement planning services do you offer?
We provide income strategies, life insurance, tax solutions, and wealth management tailored to retirees. Our services include annuity planning, estate protection, and customized financial roadmaps.
How does your financial education process work?
Our four-step process begins with a Retirement Wealth Summit, followed by case study events, personalized consultations, and strategy sessions focused on modern annuity solutions.
Are you BBB accredited?
Yes, we've maintained BBB Accreditation with an A+ rating since 2002, demonstrating our commitment to ethical business practices and client satisfaction.
Do you offer charitable giving guidance?
Through the Parady Cares Foundation, we help clients integrate charitable giving into their financial plans while supporting local community initiatives.
What locations do you serve?
We primarily serve The Villages and Central Florida, with additional services available in Minnesota and Iowa through our Edina office location.
Can I get a free retirement planning resource?
Yes, we offer a complimentary copy of 'UnStress & UnTax Your Retirement' by Greg Parady as a practical guide for navigating retirement options.
