Why is Paradigm Wealth Partners different from other financial planning services?
Paradigm Wealth Partners strives every day to put our clients first. We pride ourselves on being responsive to communication. We strive to answer phone calls and emails in a timely manner to help you in any way that we can. We have four advisors available to suit your needs. Since we are fiduciary focused advisors, we keep your best interest at heart and are fully transparent on fees, so you are not surprised down the road. Our firm has over 97 years combined in investing and financial planning. We have been servicing clients, as independent financial advisors, in East Tennessee and around the country since 2001.
What services do you offer?
We offer planning for all different seasons of life. Whether that be retirement, investment,financial, social security, insurance, education, estate, fee analysis, or young professional planning, we want to walk alongside you during these times. Whether you are retired, a young professional, or somewhere in between we have the knowledge and tools that will enable you to make informed and disciplined decisions aimed at getting you to and through retirement.
How are your services rendered?
Our services are primarily fee-based asset management and financial planning tailored to your unique circumstances. It is also possible that some investments may incur commissions.
Why should I hire an advisor rather than trying to do it myself?
There are many benefits to having a licensed, experienced advisor to walk alongside you in your financial journey. They are knowledgeable about the market beyond just the headlines and hearsay. Afinancial advisor should be able to give you confidence about your portfolio so that you can enjoy the life you have made. We have access to various resources to help position you to pursue success. Having afinancial advisor is similar to having a personal trainer, who is there to hold you accountable, educate you, and has your best interest at the forefront of all decision making.
What can I expect from our first meeting?
We want to get to know you. We will discuss your interests, hobbies, and loved ones, as well as your financial fears, goals, and dreams. This meeting will be very low pressured as we get to know each other. The important part about choosing afinancial advisor is that youfind someone you trust and have confidence in to help you make the right decisions for your future. If joining Paradigm Wealth Partners is a great fit for both parties, we’d talk about steps to move forward and get the ball rolling.
What is your investment philosophy?
While all individuals have unique situations and circumstances, we can build custom portfolios to pursue your desired needs and wants. We generally incorporate model portfolios that allow us to follow a rules-based strategy. To us, a rules-based strategy is well defined, disciplined, and uses a common-sense approach.
How often should we meet?
Anytime you have a question or concern, we are here to serve you. With that said, we suggest coming in for an appointment at least once per year. We strive to be proactive about client communication, so your advisor will review your account and call you quarterly to check in on your progress as needed. If you have any concerns or questions, we are always here to help. Feel free to call our office at (865) 251-0808 Monday-Fri 8:30am-4:30pm.
Is there an account minimum for your clients?
There is no account minimum to become a client at Paradigm Wealth Partners. But, we do expect a minimum level of commitment to the process. We want this process to be enjoyable for you, so we want you to be engaged and involved in yourfinancial planning process.
How can I plan for the future when I am worried about paying for the present?
We are here for you. We want to create an individualized plan that works best for you and your money. Together, we’ll look at your monthly expenses and income tofind a strategy to ease your worries, while also pursuing your goals. These plans will help you know where your portfolio stands and how to get what you need to Create The Life You Love®.
The stock market scares me. How do I know if I’m making the right decisions?
We use a proactive approach to keep you up to date with what’s happening in the markets and the economy. Our website’s blog and social media accounts are the fastest way to connect with Paradigm Wealth Partners, since we are always updating our clients on our thoughts and current market news. Please follow us at @ParadigmWealth on Twitter or Paradigm Wealth Partners on Facebook. Our blog is frequently updated too.
How can I view my account online?
Visit our Client Access page. Log in to your account. If you do not have an account, you can create an account under “Sign up for account view.” Please call our office if you need help with your online account.
What happens when my plan is finished?
We view financial plans as a process, not an occasion. Just as life, situations, and circumstances change, we are here to help you adapt to those changes.