Your Dreams Matter
At Paradigm Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-rounded strategy, using a variety of investments and insurance services, to help you address your financial needs and concerns.
The Paradigm Plan
Your custom Paradigm Plan is based on six key areas that work together to help optimize your financial plan.
- Discovery of your Retirement Goals
- Establish your Current Financial Position
- Explore the Lifestyle You Want to Live
- Assessment of Current Holdings
- Possible IRA Planning
- Tax-deferred and Tax-free Strategies
- Social Security and Pension strategies
- Income and Expense Analysis
- Inflation Plan and Longevity Planning
HEALTH CARE AND LONG-TERM CARE
- Understanding Medicare
- Long-term Care Plan Options
- Prepare for the Unexpected
- Risk Tolerance
- Portfolio Fee Analysis
- Accounting for Volatility
- Risk Reduction
- Comprehensive Institutional Money Management
BUILDING A LEGACY
- Estate and Income tax planning
- Asset Distribution
- Beneficiaries, Trusts and Probate
We can also refer you to professionals who provide the following services:
Trusts | Probate |Charitable Giving |Estate Planning |Tax Planning
Insurance products are offered through the insurance business Paradigm Wealth Management, LLC. Paradigm Wealth Management, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Paradigm Wealth Management, LLC are not subject to investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Paradigm Wealth Management, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Ready to Take The Next Step?
To get started with our team, schedule a meeting today or register to attend an event.