When it comes to efficient wealth building, fees matter. That’s why it’s important to us that you understand exactly what you are paying in return for the value you’re receiving.
Integrated Tax and Estate Planning Advice
The unique part of working with Paradigm Financial Advisors is the fact that you are offered tax planning and estate planning. Note: if you need legal documents drafted by a separate law firm fees may be incurred for these services.
Along with allowing you to take advantage of unique strategies, this also can result in considerable savings on professional fees.
That’s all part of why we’re different.
Prior to any work being done, you’ll receive a detailed description of our fees in writing, so you know exactly how much our service will cost.
Once the fee is quoted, you won’t get any surprise bills from us.
All services include financial advice and unlimited support so you can call us anytime if you need help.
Fee-Only (No Commissions)
At Paradigm Financial Advisors, you’ll only pay us a fee that is fully disclosed. There’s no sales and no commissions so we don’t have the conflict of interest other advisors have.