Paramic Financial Services

Alex Tran — Property & Casualty Insurance Advisor

We’re excited to recognize Alex Tran in his role as Property & Casualty Insurance Advisor at Paramic Financial Services! 🎉

As we continue expanding our insurance services, Alex will be taking the lead in helping our clients with their Auto, Home, and Commercial Insurance needs.

Many of our clients already know Alex from working with our team over the years.

Returning to this role gives him an area of Paramic that he can truly take ownership of and continue building.
Alex will be your primary point of contact when you need to:

🏠 Review your homeowners coverage
🚗 Compare auto insurance options
🏢 Protect your business with commercial coverage
📋 Review existing policies and identify potential coverage gaps
💬 Request a new insurance quote

I’m excited to see Alex grow in this role and develop long-term relationships with the individuals, families, and businesses we serve.

Please join us in congratulating Alex Tran, Property & Casualty Insurance Advisor! 👏

If you haven't reviewed your insurance recently, reach out to Alex and let our team see how we can help.

Paramic Financial Services
One Relationship. Integrated Financial Solutions
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Paramic Financial Services - One Relationship. Integrated Financial Solutions.
📞 713-988-3339
✉️ [email protected]

We’re excited to share an important update at Paramic Financial Services!

As we continue to grow and expand the ways we serve our clients, we’re also giving our team members clearer areas of responsibility so you always know exactly who to turn to.

We’re proud to announce:

Alex Tran — Property & Casualty Insurance Advisor
Alex will be your primary contact for Auto, Home, and Commercial Insurance. He’ll be helping clients review coverage, shop for options, and make sure their insurance protection continues to fit their needs.

Lillie Vo — Medicare & Health Insurance Advisor
Lillie will continue focusing on Medicare and Health Insurance, helping individuals and families understand their options and choose coverage that works for them.

This allows each of us to focus more deeply on our areas of expertise while continuing to work together as one team for our clients.

At Paramic, our goal has always been to make financial decisions easier by giving our clients a trusted place to turn for tax, insurance, retirement, and business solutions.

Please join us in congratulating Alex and Lillie on their roles!

We’re excited for what’s ahead and grateful for the continued trust and support from our clients, friends, and community.
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Paramic Financial Services - One Relationship. Integrated Financial Solutions.
📞 713-988-3339
✉️ [email protected]

September Financial Checklist: Is Your Family’s Plan on Track?
September is the perfect time to pause, review your finances, and make sure your family is prepared for the months ahead.
Before the year gets busy, check these 5 things off your list:
☑️ Review Your Insurance — Make sure your life and health coverage still meet your family’s needs.
☑️ Check Your College Savings — Review education savings goals and contributions for your children.
☑️ Refresh Your Budget — Revisit monthly expenses, subscriptions, and upcoming costs.
☑️ Strengthen Your Emergency Fund — Check whether your savings can support unexpected expenses.
☑️ Revisit Your Retirement Goals — Make sure your current savings strategy aligns with your long-term plans.
A little financial planning today can make a big difference tomorrow.
Need help reviewing your family’s financial strategy? Connect with Paramic Financial Services.
📞 713-988-3339
✉️ [email protected]

🚨 BIG NEWS FOR PARENTS: MORE SUPPORT FOR TRUMP ACCOUNTS
Your child may be eligible for additional funding through philanthropic support.

💰 HERE’S HOW IT WORKS
$1,000 FEDERAL CONTRIBUTION - For eligible children born 2025–2028
+$250 DONOR FUNDING - Private philanthropic funding may provide an additional $250 for eligible children.
POTENTIALLY UP TO $1,250

Already eligible for the $1,000? → The $250 may be added on top.
Not eligible for the $1,000? → Your child may still qualify for donor-funded support, depending on the applicable program requirements.

📌 Eligibility requirements apply.
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Plan today. Build their tomorrow.
Paramic Financial Services
713-988-3339 | [email protected]

Your Child’s Financial Plan Shouldn’t Be Separate From Yours

Your child’s future is connected to your family’s financial foundation.

A well-rounded plan should consider both their goals and your financial security:

🛡️ Protection — Life & health insurance
🎓 Education — College savings
📈 Growth — Saving & investing
🏡 Stability — Emergency planning
👵 Your Future — Retirement planning

Plan for their future. Protect yours. Build both together.

📩 Connect with Paramic Financial Services to create a financial strategy for your family.

Let's discover the key difference between Life and Permanent Insurance
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Paramic Financial Services - Building a strong financial foundation for clients
📞 713-988-3339
✉ [email protected]

HOW MUCH LIFE INSURANCE DO YOU REALLY NEED?

It’s not just about choosing a policy—it’s about protecting the people who depend on you.

Consider:
✔️ Your family’s living expenses
✔️ Outstanding debts, including your mortgage
✔️ Future costs like your children’s education
✔️ Your existing savings and coverage

Your needs are personal—and they may change as life changes.

The right amount is the one that fits your family’s needs and your financial plan.

📩 Not sure where to start? Contact Paramic Financial Services to discuss your options with a professional.

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Paramic Financial Services - Building a strong financial foundation for clients
📞 713-988-3339
✉ [email protected]

LIFE INSURANCE ISN’T REALLY ABOUT YOU.

It’s about the people who depend on you. ❤️

If something happened to you tomorrow, could your family still afford to:

✔️ Pay the mortgage or rent
✔️ Cover everyday living expenses
✔️ Manage outstanding debts
✔️ Keep your children’s plans on track
✔️ Maintain the lifestyle you worked hard to build

Life insurance is not about predicting the future.
It’s about protecting the people and plans that matter most.

💡 Your income supports your family today. Life insurance can help protect that support when you’re no longer there.

Have you calculated how much financial protection your family would actually need?

📩 Talk with a financial professional at Paramic Financial Services.

Trump Account: What Is It, Exactly? 👶💰
▶️ A Trump Account is a tax-advantaged investment account for eligible children, structured as a type of traditional IRA.
▶️ It’s not a college savings account: A Trump Account is different from a 529 plan and is designed primarily as a long-term investment/retirement account for the child—not specifically an education fund.
▶️ The bigger question isn’t simply “Should I open one?” It’s: How does a Trump Account fit into your child’s overall financial plan?
📩 Talk with a financial professional at Paramic Financial Services to understand your options and how different accounts may work together.
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Paramic Financial Services - Building a strong financial foundation for clients
📞 713-988-3339
✉ [email protected]

🎓 529 PLANS: MORE FLEXIBLE THAN MANY PARENTS THINK

Think a 529 plan is only for college tuition?
Not necessarily.

A 529 can be part of a broader education planning strategy, potentially helping families save for:

✔️ Qualified education expenses
✔️ Certain K–12 education costs
✔️ Eligible apprenticeship expenses
✔️ Student loan repayment — within applicable limits
✔️ Education expenses for other eligible family members
And if your child’s plans change, there may be other options for using or repositioning the funds, depending on the rules.
💡 The key isn’t just saving for college.
It’s understanding how a 529 fits into your family’s overall financial plan.
Start early. Know your options. Plan with purpose.
📩 Have questions about 529 planning?
Talk with a financial professional at Paramic Financial Services.
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Paramic Financial Services - Building a strong financial foundation for clients
📞 713-988-3339
✉ [email protected]