You set the goals.

We help you pursue them.

Two of the questions you might be asking yourself:

  1. Will I be OK?
  2. Can I live the life I want?

To live the life of retirement you have visualized, you must plan, stay on track, and be prepared for life’s inevitable changes. By understanding what is most important to you in life and focusing on what we can control, we are able to help guide our clients and bring confidence and meaning to their financial path forward.

Our job is to listen, ask the right questions, and build plans around your goals and values to work toward your long-term financial objectives.


How We Help

Our mission is to preserve, protect and grow the wealth our clients have worked a lifetime to build. By combining integrity, teamwork, and an experienced team of professionals, we serve to deliver a plan that connects your beliefs and values with your financial goals.

Our values and advice are guided by our commitment to the following principles:

Independent Advice  |  Fiduciary Standard  |  Investment Philosophy  |  Meaningful Client Relationships

At the Paradigm Group, we can offer the following products and services:

Investment Advisory Services  |  Wealth Management  |  Long Term Care Strategies  |  Retirement Planning  |  Tax-Efficient Strategies  |  Life Insurance  |  IRA and 401(K) Rollovers  |  Annuities  |  Asset Protection

We can also refer you to professionals who provide the following services:

Living Wills, Power of Attorneys, and Trusts  |  Probate  |  Estate Planning  |  Tax Planning


Wealth Management

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Retirement Income Strategies

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Asset Protection

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Life Insurance

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Long-Term Care Strategies

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IRA & 401(K) Rollovers

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