June 2023 – NEWSLETTER
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.
WHAT YOU’LL FIND INSIDE:
- Designed By Inspiration ™
- “THE DANG Ps” CONCERT
- KEEPING YOUR INFORMATION SAFE
- SHRED EVENT
- FINANCIAL AID AND COLLEGE ADMISSIONS
- ELEVATE CONFERENCE
- CONSTRUCTION ON BROWN ST
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.
“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.
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
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.
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
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.
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
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.
Please visit https://www.raymondjames.com/legal-disclosures/social-media-disclaimer-icd for Additional Risk and Disclosure Information. Raymond James does not accept private client orders or account instructions by email. This email: (a) is not an official transaction confirmation or account statement; (b) is not an offer, solicitation, or recommendation to transact in any security; (c) is intended only for the addressee; and (d) may not be retransmitted to, or used by, any other party. This email may contain confidential or privileged information; please delete immediately if you are not the intended recipient. Raymond James monitors emails and may be required by law or regulation to disclose emails to third parties.
Investment products are: Not deposits. Not FDIC or NCUA insured. Not guaranteed by the financial institution. Subject to risk. May lose value.
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).