Achieve Financial Freedom, Security, and Peace of Mind
At Paramount Insurance Group, we believe that financial planning is not just about accumulating wealth, but about creating a sense of security and comfort that allows you to live life to the fullest. As a trusted financial services professional, Iris Kozak, LUTCF, LTCP, CLTC, has dedicated her career to helping individuals, families, and businesses in Delray Beach, FL, and surrounding areas achieve their financial goals.
Our Mission
Our mission is to provide personalized financial guidance and solutions that address the unique needs and priorities of our clients. We take the time to listen, understand, and evaluate your financial situation, and then develop a customized strategy that aligns with your goals and objectives. Whether you're looking to pay off your mortgage, prepare for retirement, save for college, or care for aging relatives, we're here to help.
Our Services
As a comprehensive financial services firm, we offer a wide range of products and services designed to meet the diverse needs of our clients. Our services include:
- Advanced planning strategies for estate, trust, and legacy planning
- Business solutions for entrepreneurs and business owners
- Life insurance and retirement planning
- College savings and planning
- Long-term care planning
- Investment and securities services through NYLIFE Securities LLC
Our Commitment
At Paramount Insurance Group, we're committed to delivering exceptional service, expert guidance, and personalized attention to every client. We believe in building long-term relationships based on trust, integrity, and a deep understanding of your financial needs and goals. Our goal is to help you achieve financial freedom, security, and peace of mind, so you can focus on what matters most to you.
Our Values
- Integrity: We operate with the highest level of honesty, transparency, and ethical standards.
- Trust: We build relationships based on trust, respect, and confidentiality.
- Expertise: We stay up-to-date with the latest industry developments and best practices to deliver expert guidance and solutions.
- Personalization: We tailor our services to meet the unique needs and priorities of each client.
Get to Know Us
Iris Kozak, LUTCF, LTCP, CLTC, is a licensed financial services professional with years of experience in the industry. She is a Registered Representative of NYLIFE Securities LLC and holds various licenses and certifications, including LUTCF, LTCP, and CLTC. Iris is committed to delivering exceptional service and personalized attention to every client.
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