June 2023 – NEWSLETTER

Designed by Inspiration TM

Designed by Inspiration™

We are excited to announce our newly approved trademark! This has been a dream of Don’s for quite some time, and he is thrilled to finally see it come to fruition.

While the official trademark is new, it simply clarifies how we have always operated; believing that your wealth can be designed to help you live your most inspired life.

The Designed by Inspiration ™ process is simple. Inspire. Design. Live.


  • Designed By Inspiration ™

As you know from working with us over the years, successful investing is goal-oriented and driven by a detailed design. Once you determine your inspiration by answering, “what kind of life do you want to create with your wealth”, we design a strategy to help you achieve your inspiration, so that ultimately, you have the freedom to live the life that calls you.

That freedom could be the ability to retire when you want, support charities that matter to you most, or maybe even escape the winter weather for a few months each year.

Designing your wealth with intention is what we do. Helping you live your most inspired life is who we are. Designed by Inspiration ™.


June 19 – Financial markets closed for Juneteenth

June 30 – Deadline to submit FAFSA form for college federal student aid

July 3 – Paramount office closed for Independence Day holiday

July 4 – Financial markets and Paramount office closed for Independence Day holiday

August 25 – 2nd Annual Free Concert for our clients and guests featuring The Dangling Participles

Free Concert For Our Clients

Come hang out with us on the Granary Patio at Ella Sharp Museum on August 25th from 6:30 – 8:30 pm.

This year we welcome The Dangling Participles, a jazzy indie-folk band who won the 2022 Lansing City Pulse newspaper’s “Top of the Town” award for Best Folk Artist/Band.

Light snacks and soda will be served. A cash bar will also be available.


[email protected]

or 517-787-4444

“Becky and I have followed the Dangling Participles in Jackson, Lansing, and Grand Rapids. Their music, originals and covers, are most enjoyable! Their stage performance and pure musical talent sets them apart from anyone you might normally see. They are a can’t miss show!”

Client, Dave Clark

Keeping Your Information Safe

In the May Newsletter we discussed ways to protect yourself against fraud, scams, and identity theft. This month, we’ll address what Raymond James is doing to protect your accounts.

Click the Read More button below to find out how Raymond James is keeping your accounts secure. The information has been taken from two Raymond James brochures: Keeping Your Personal Information Secure and Learning How Raymond James Protects Your Account.

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Shred Event

We had wonderful weather for our 2nd annual Paper Shredding Event on May 12th. It was great to see all the clients who came by and we even had fresh baked cookies for them!

With identity theft and other types of fraud on the rise, we are glad to be able to offer this service for you! MDK Recycling, who did our shredding, is an NAID AAA Certified company. They meet stringent qualifications for secure information destruction in more than 20 areas of operational and security requirements.

We hope to be able to offer this service annually, so start saving your papers for next year!

Financial Aid And College Admissions Questions Answered

With the cost of attending college skyrocketing, Raymond James and Franklin Templeton have partnered to provide a three-part video series giving families a breakdown of everything they should know when applying for financial aid.

The series will address paying for college, applying for financial aid and scholarships, and take an in-depth look into the Free Application for Federal Student Aid (FAFSA) form.

Elevate Conference

Krystal, Candace, Don, Gretchen, and Carrie attended the annual Raymond James Elevate Conference in Orlando, Florida. During the 3-day conference we were able to listen to key-note speakers, choose from dozens of continuing education classes to attend, and network with other professionals in our industry.
We also had time for a little fun! One evening we went to Universal Studios for dinner and rides in the park. Another afternoon we spent an hour lounging by the pool. It was nice to escape the rainy, forty-degree Michigan weather!

Overall, Elevate was a great opportunity to grow, both personally and professionally, equipping us to better serve you, our valued clients.

Road Construction on South Brown Street

The construction project continues on South Brown Street right in front of our office. The street will be resurfaced and a new pedestrian trail is being installed.

Brown St. still has only one lane of traffic, and that lane only flows southbound. To get to our office, you will either have to go south on Brown St. from Michigan Avenue or enter our parking lot from Franklin Street.

The Paramount Wealth Management Team

Don Hershberger, CFP®, AIF®, CRC®, Founder and President, PWM, was named on the 2023 Forbes Top Wealth Advisor Best-in-State list.

420 South Brown Street
Jackson, MI 49203


517-795-2530 (F)


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.

2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see 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.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC.
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