Risk Strategies, a national insurance brokerage and risk management consulting firm, has announced the acquisition of Florida-based Parady Financial Group. The acquisition included Parady Financial Group’s affiliates, Parady Tax Solutions and Blueprint Wealth Management.
Founded in 2001, Parady Financial Group is a financial services firm that focuses on helping clients in The Villages and Central Florida utilize annuity and life insurance products to achieve and maintain financial security in retirement.
Parady Financial Group offers ongoing, regular financial education seminars to retirees in The Villages community. Topics include taxes and tax strategies, investment, market updates and best practices for maximizing retirement income.
“Parady Financial Group’s unique capabilities help expand our expertise in the financial and retirement services segment, providing a new, differentiated retirement solution to our current menu of product offerings for our clients,” said John Greenbaum, executive vice president at Risk Strategies. “We see great potential for Parady’s approach beyond its current core market and welcome their entire team to our family.”
Read next: Risk Strategies snags employee benefits exec
“Our success stems from a laser focus on setting the standard for financial education, client services, and risk management for retirees,” said Greg Parady, founder of Parady Financial Group. “Risk Strategies has built the same type of organization, so I am extremely excited for our clients, our team and our future together.”
Last month, Risk Strategies announced the acquisition of Bullen Insurance Group and New York-based Ladmar Group.
Have something to say about this story? Let us know in the comments below.