Helping people intentionally design their wealth in a way that shapes their most inspired life.
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Over the upcoming 4th of July weekend, many of us will attend fireworks and parades featuring patriotic music, including the Star Spangled Banner, our national anthem. You most likely know all the words, and are used to hearing it before your favorite sporting event, but do you know the origin of the song?
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- AN ANTHEM FOR THE AGES
- CONCERT - SAVE THE DATE
- CLIENT SPOTLIGHT
- COLLEGE QUESTIONS ANSWERED
- UPDATE CONTACT INFORMATION
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Our office will be closed on Monday, July 4, in observance of Independence Day.
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Kick off your Labor Day weekend with a free concert exclusively for our clients and guests! "Joe The Show", all the way from Key West, will be performing on the Granary Patio at Ella Sharp Museum.
Enjoy music from classic rock to country and everything in between!
Light snacks and soda will be served. A cash bar will also be available.
This is a great opportunity to bring family and friends!
RSVP
[email protected]
or 517-787-4444
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Client Spotlight - Ric Walton |
Ric Walton, owner of the Walton Insurance Group, was recently awarded the 2022 Faith F. Small Community Faithfulness Award from Spring Arbor University. This award recognizes individuals for their leadership in outstanding and selfless acts of compassion for the benefit of the greater Jackson community.
Over the years, Ric has served in numerous ways. He was Chairman of the Board for the United Way, Ella Sharp Museum, and Jackson Chamber of Commerce. He was a Board member for Jackson Community Foundation, OSB Community Bank, and numerous insurance company advisory boards, and was also one of the founders of the Enterprise Group in Jackson.
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In his effort to benefit the Jackson community, Ric has done much to establish an environment for businesses to develop and thrive. He is a firm believer that business drives everything. “We need successful businesses to employee people, pay taxes, and give back to the community”, he said.
Ric pointed to his involvement with the Enterprise Group as an example of this. “Government makes it hard for businesses to succeed”, said Ric. The Enterprise Group helps business get established, navigate government bureaucracy, and create opportunities for business to flourish.
As a business owner himself, Ric strives to be successful so that he is able to give back to those less fortunate, especially children. He believes that children shouldn’t have to worry about being hungry, cold, safe at home, or feeling unwanted.
The Faith F. Small Community Faithfulness Award was established by Spring Arbor University to honor Faith F. Small as a board trustee member and to honor her legacy to the Jackson community. As former president, CEO, and owner at Dawlen Corporation, Faith F. Small gifted more than $13 million to various organizations in the Jackson area. Ric Walton carries on this legacy as a business owner and champion of a strong business environment, and through his service and compassion for the community.
Raymond James is not affiliated with the above independent organizations and/or charitable causes.
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College Admission Questions Answered |
The college admissions process has changed in many ways over the years and some people with loved ones in high school may not know where to start.
Raymond James now offers a three-part video series to help answer the most pertinent questions on the college admissions process. Peter Greenberger, Raymond James director of mutual funds and 529 plan product management, is joined by college admissions consultant Nancy Steenson to answer the most pertinent questions on college admissions. Together, they discuss what colleges look for in an essay, whether test scores still have value, how to approach extracurriculars and more.
Click to watch the College Videos
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Update Contact Information |
Spring and summer are prime times to move while the weather is good and kids are not in school. If you've moved, don't forget to let us know!
Even if you haven't moved, there are still many points of contact that you might not have thought about:
- Did your email change due to retirement?
- Has a beneficiary gotten married and changed their name and/or address?
- Are you back home after being a snowbird?
- Did you disconnect your home phone?
If you have updates or changes to any of your contact information, please give our office a call at 517-787-4444.
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The Paramount Wealth Management Team
Don Hershberger, CFP®, AIF®, CRC®, Founder and President, PWM, was named on the 2022 Forbes Best-in-State Wealth Advisor list. | |
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Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Paramount Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Any opinions are those of the author and are not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. All opinions are as of this date and are subject to change without notice. All opinions are as of this date and are subject to change without notice.
This may constitute a commercial email message under the CAN-SPAM Act of 2003. If you do not wish to receive marketing or advertising related email messages from us, please reply to this message with “unsubscribe” in your response. You will continue to receive emails from us related to servicing your account(s).
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