Who We Serve
We believe advisors should help you through all phases and aspects of your life.
Paradigm is known for developing collaborative relationships with clients and serving their families for multiple generations.
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:
active working years
Paradigm specializes in creating wealth. 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
- Planning for financial independence
Transition Phase:
retirement in sight
The transition phase can be the most daunting phase of your life. We are here to help you navigate this time to help facilitate a more 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
- Considering a new career
Retirement Phase:
post-working years
Goals and planning don’t end at retirement. Intentionality and commitment at this phase help give you confidence that the resource you built 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
