Schedule a Financial
Consultation
Feel Confident With A
Personalized Approach
Finances should never be cookie cutter. We do our best work with:
Retirement planning for people 50+ who are retired or planning to retire within 5-10 years
Career professionals with $250,000 annual income or $250,000 in investable assets
Successful Business Owners looking to sell their business and retire in the next 5-10 years.
DREAM: Your Path To
A Comfortable Retirement
DISCOVER
The life you love
Our journey begins with discovery. Here, we take the time to truly understand your current financial situation, your life goals, and your dreams for retirement. This is the foundation upon which we build your personalized financial plan.
REVIEW
Where you’re at
With a clear understanding of where you stand and where you want to go, we meticulously review your existing financial strategies and investments. This step allows us to identify opportunities for optimization and areas that require attention to ensure they align with your goals.
ENVISION
A plan made for you
Armed with insights from our review, we work together to envision your ideal financial future. This involves setting specific, measurable goals and establishing a clear roadmap to achieve them. Whether it's a comfortable retirement, securing your family's future, or leaving a lasting legacy, we paint a vivid picture of what's possible.
ACT
On that plan
Planning is only as good as the action taken. In this step, we implement your personalized financial strategies, making adjustments to your investment portfolio, tax planning, estate planning, and risk management measures as necessary. This is where your dreams begin to take shape in the real world.
MONITOR
As you go
Financial planning is an ongoing process, not a one-time event. We continuously monitor your financial plan's performance, adapting to changes in your life circumstances, financial markets, and tax laws. This ensures that your plan remains aligned with your evolving goals and dreams.
Commonly Asked Questions
We believe in maintaining open, ongoing communication with our clients. We don't limit you to an annual meeting and we are available to meet whenever you need us. Meetings can be held in person at our office or virtually.
Your active participation is key to the success of your financial plan. This includes providing complete and accurate information about your financial situation, staying engaged in our planning meetings, and communicating any changes in your financial goals or personal circumstances.
Yes, we are a fiduciary firm, which means we are legally obligated to act in your best interest at all times when providing financial advice. Our commitment as a fiduciary is to offer transparent, unbiased advice and to prioritize your financial well-being above all else.
Absolutely. We understand that your financial plan may intersect with other areas of your life, such as legal and tax matters. We are more than willing to collaborate with your attorneys, accountants, and other professional advisors to ensure a cohesive approach to your overall financial strategy.
Choosing Paradigm Wealth Partners means partnering with a team that genuinely cares about your financial success and well-being. Our firm stands out because of our personalized approach to financial planning, our commitment to being a fiduciary, and our dedication to building long-term relationships with our clients. We leverage our expertise to create customized strategies that align with your unique dreams and values. At Paradigm Wealth Partners, you are at the heart of everything we do.