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:
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.
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).