Why Work With Us?

CLEAR 1-Page Wealth Plan

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

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.

Are You Prepared For Retirement?

Grab our checklist to discover what issues you should consider before you retire.

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