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Why Work with us?

Retire Ready Blueprint

  • Plan for the 3 Big Risks in Retirement
  • Optimize Social Security
  • What Is My Income?
  • Investment Policy Statement and Investment Strategy

Life 2.0

  • Paradigm Wealth University


  • Medicare Analysis
  • Long-Term Care Planning
  • Alternative Living Tours
  • Estate Planning

25 Retirement Tips to Create the Life You Love!

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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 $300,000+. 
  • People who understand that retirement is too important to do alone and value professional 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 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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