Turn ‘What If?’ Into ‘Why Not?’ Let us work with you to create a clear, flexible strategy that adapts with you, helping you stay prepared for whatever comes next.
How We Help
You’ve worked hard to get here, and now it’s time to focus on what comes next. Our team will help you build a comprehensive Paradigm Plan, focusing on six key areas to address your financial needs and priorities.
The Paradigm Partnership
Your financial future deserves more than a one-size-fits-all approach. That’s why we’ve developed a simple-to-follow process that puts your goals at the heart of everything we do. Here’s how it works:
1. Pinpoint Discovery Meeting
We start by getting to know your goals, concerns and vision for your retirement. Together, we’ll help identify ways we could build a plan that fits your life.
2. Prepare Address the findings
Using the insights from our discovery meeting, we’ll analyze your current financial situation and develop strategies tailored to your unique needs.
3. Present Finalize the plan
We’ll sit down with you and walk you through your personalized plan, ensuring every detail aligns with your goals. We’ll also finalize our partnership and get your commitment to move forward.
4. Perform Implement your plan
Now that you are onboarded with us, we’ll put your plan into action, carefully managing the details to ensure everything is implemented seamlessly.
5. The Paradigm Partnership Life with Paradigm
When you join the Paradigm family, you become a part of something bigger. You’ll have ongoing access to our team and resources, as well as exclusive events and resources, to help you thrive.
The Result?
A clear, personalized plan that empowers you to focus on what matters, and a partner that is always in your corner. Because we believe the only thing you should worry about in retirement is how you spend your time. Ready to get started?
The Paradigm Plan
We’re independent, meaning we’re free to focus on what matters most: you. We work with you to help develop a custom financial strategy, drawing from a wide array of products, services and approaches.
Your personalized Paradigm Plan is built around six key areas, each designed to work together to help you work toward your goals:
- Discovery of Your Retirement Goals
- Establish Your Current Financial Position
- Explore the Lifestyle You Want to Live
- Social Security and Pension Strategies
- Income and Expense Analysis
- Inflation Plan and Longevity Planning
- Accounting for Volatility
- Risk Tolerance
- Risk Reduction
- Portfolio Fee Analysis
- Comprehensive Institutional Money Management
- Assessment of Current Holdings
- Possible IRA Planning
- Tax-Deferred and Tax-Free Strategies
- Understanding Medicare
- Long-Term Care Plan Options
- Prepare for the Unexpected
- Estate and Income Tax Strategies
- Asset Distribution
- Beneficiaries, Trust and Probate
- Assist With Wills, POAs and Simple Trusts
We can also refer you to professionals we trust who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning