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Being in your fifties and beyond can be a confusing time. Some people plan to work into their seventies while others want to retire at 55. Some still have kids at home and others are empty-nesters. Regardless of where you are, we are here to help you find your purpose in retirement.

Whether it is leaving a legacy, preparing for health events, planning vacations, or giving charitable donations; we will walk you down the road.

By sitting down with one of the advisors at Paradigm Wealth Partners, you can build a roadmap to guide you through retirement. Through social security planning, retirement income planning, long-term care analysis, and investment strategies; we can help you get there. Don’t worry what your neighbors are doing- we help keep you focused on your retirement goals.

We want to help you build the confidence to approach retirement.

Download our helpful tips here:

25 Retirement Tips

Am I a Good Fit?

  • Professionals over 50 years of age who are retired or wish to retire.
  • Diligent savers who have accumulated investment and retirement/pension assets of $500,000+. 
  • People who understand that retirement is too important to do alone and value expert guidance.

We Do Not:

  • We do not judge where you have been or what decisions you have made in the past. 
  • We do not tell you what you can and cannot purchase. 
  • We do not charge hourly fees or on a one-time basis. We do our best work with those looking for a long-term relationship.
  • We do not prepare tax returns. 
  • We do not write wills, prepare trust documents, or draw up powers of attorney documents. 

Case Study: The Edge's

Retiring and Selling Family Business

Bill and Martha Edge are small business owners looking to sell their business to retire soon. Bill is a second generation home builder/contractor whose company has an excellent reputation and client base. Bill and Martha also want to realize their retirement dreams of purchasing a beach house on the coast of South Carolina, where Martha grew up.

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Case Study: The Carson's

Destination Retirement - Retire Comfortably

The Carson's would like to retire in the coming years while still living comfortably. John and Judy expect to live another 25-30 years. Therefore, they are worried about running out of money. They don’t want to become a financial burden on their two daughters (in their 30s with families of their own).

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