Save time and maximize your opportunities
“We founded Paradigm Financial Advisors to provide multi-generational wealth planning for our clients and their families.”
When you’re looking for a financial advisor, you’ve got many choices. But not all are equal.
Many successful people are frustrated with getting conflicting advice from their financial professionals and feel like they are not getting value from this relationship. You’re likely to get attention paid to investments….but what about to reducing your taxes? Also, how can you best leave your wealth behind in a tax-efficient manner?
But most financial advisors are not tax experts or attorneys so they can’t usually answer those questions as effectively as you’d like.
Bottom line….without the benefit of tax and estate planning, you probably still have major gaps in your planning.
That’s why our service is very different. With Paradigm Financial Advisors, you get several professionals on your team…working together for your benefit:
- Investment managers and CERTIFIED FINANCIAL PLANNER™ professionals
- CPAs and tax accountants
That means more chances to take advantage of opportunities to achieve better results.
At the same time, you can save significantly on professional fees.
Are we right for you?
|Comprehensive financial planning||Maybe||Yes|
|Tax planning with a CPA||Not likely||Yes|
|Estate planning and implementation||Not likely||Yes|
|Asset protection planning||Not likely||Yes|
|Attorneys on staff||Not likely||Yes|
|Fiduciary - 100% of the time?||Maybe||Yes|
The right expertise
When your money is on the line, you need real experience and expertise. We’ve got over 100 combined years of experience. In addition, members of our team possess the following credentials:
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
CERTIFIED PUBLIC ACCOUNTANT® (CPA®)
CERTIFIED TRUST AND FINANCIAL ADVISOR® (CTFA®)
ACCREDITED INVESTMENT FIDUCIARY™ (AIF®)