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.

RETIREMENT PLANNING

Discovery of your Retirement Goals
Establish your Current Financial Position
Explore the Lifestyle You Want to Live

TAX-EFFICIENT STRATEGIES

Assessment of Current Holdings
Possible IRA Planning
Tax-deferred and Tax-free Strategies

INCOME 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

INVESTMENT ADVISING

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 Adviser. AEWM does not offer insurance products. The insurance products offered by Paradigm Wealth Management, LLC are not subject to investment Adviser 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.