Paradigm is known for developing collaborative relationships with clients and serving their families for multiple generations.
We believe advisors should help you through all phases and aspects of your life
At Paradigm, we use easily-identifiable life phases to create an individualized plan. Typically, phases are accompanied by distinct goals you want to accomplish. No matter what phase of life you are in or what your goals are, Paradigm is working alongside you as a financial partner.
Growth Phase: your active working years
- Paradigm specializes in creating wealth lasting a lifetime. We partner with you, identifying goals and setting a plan of action.
- Typical Goals might be maximizing savings, minimizing taxes, saving for a child’s education, and planning for financial independence.
Transition Phase: planning for retirement is in full swing
- The transition phase can be the most daunting phase of your life. We are here to help you navigate this time to ensure a seamless transition as we cross more items off the bucket list.
- Typical Goals might be acquiring a second home, making a big location move, helping adult children launch, hosting a wedding or considering a new career.
Retirement Phase: your post-working years & remainder of lifetime
- Goals and planning don’t end at retirement. Intentionality and commitment at this phase ensure the resources you have now will be there in the future. You finally have the time to enjoy all the hard work – enjoy it!
- Decisions and plans also need to be made about how to distribute assets, where to spend final years, and what charitable giving might look like as part of your legacy.
- Typical Goals might be planning for dependable income disbursements, creating a legacy for heirs, travel, planning for legacy charitable giving.
Paradigm will be there through all these exciting and sometimes challenging times.