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Date: July 13, 2020

Paradigm Financial Advisors Launches New Website

Paradigm Financial Advisors (PFA) is pleased to announce the launch of our new and improved website, which went live on July 4th. Our new website has a fresh look, it is easier to find helpful information and it also makes it easier to contact us when you have a question.

If you haven’t had a chance to visit our new website yet, please click here. PFA is a full-service firm that is able to assist you with your comprehensive wealth planning needs under one roof. We are a fee-only firm and we serve our clients in a fiduciary capacity, which is the highest ethical standard in the financial services industry, which means we have taken an oath to act in our client’s best interest at all times. Please visit our new website to learn more about who we are, what we do and how we can help – you.

Our new website is more user-friendly and it provides a clearer view of our services and what it’s like to work with our team.

Here are 8 things that we’re very excited about:

1. Free eBook

Planning for the future is overwhelming for many people, especially during volatile market conditions. At Paradigm Financial Advisors, our goal is to help our clients and their families achieve their financial goals. Our free eBook highlights 5 tips to help you have a secure retirement, regardless of what the market is doing, and it also explains how to avoid some of the challenges that often stop people from achieving their retirement goals. You can download our free eBook here: Retirement Planning in Volatile Times: 5 Tips for a More Secure Future.

2. New, Updated Blog

There is a lot of “noise” on TV that can cause investors to make emotional investment decisions that can derail their long-term goals, but it doesn’t have to be that way. We created our new Blog to help our clients sort through the noise and provide valuable insight for our clients. To help keep you informed, we will be posting articles and white papers on our new Blog on a regular basis. You can read our most recent Blog posts here, and you can also sign up to get our future Blog posts sent directly to your email inbox.

3. Stock Market & Economic Outlook

We will also be posting PFA’s Stock Market & Economic Outlook on our new website. The Coronavirus pandemic has caused one of the most violent selloffs in history in March but the market has staged a powerful comeback over the past few months. Our Outlook discusses how to navigate the risks ahead related to the Coronavirus crisis and it also discusses the risks related to the upcoming elections.

4. Coronavirus Assistance Guide

The Coronavirus pandemic has created unprecedented times, to say the least, and there are understandably a lot of questions. In an effort to lesson some of the worry, we have created a complimentary Coronavirus Assistance Guide that breaks down some of the common concerns right now, such as unemployment benefits, student loan deferral, income tax extensions and assistance for small business owners. You can access the guide here.

5. Easy-to-Access Resource Guides

We will also be posting helpful resource guides on our website on a variety of topics, such as: Retirement planning, tax planning, estate planning, Medicare and Social Security. You can find those here.

6. Social Media Presence 

Are you on Facebook? Twitter? LinkedIn? So are we! And it’s even easier now to read our recent posts, share our content and follow our social media activity. Just click on the social media icons at the bottom of our home page.

7. Simple Account Access

Our new site also makes it very easy for clients to securely access their accounts online. Simply click on the Client Login button at the top right corner of our home page, choose the type of account you have and enter your information. If you have any questions about this, let us know. You can also access our privacy policy and regulatory disclosures at the bottom of our home page.

8. Easy to Find Disclosures

Our new website also gives clients direct access to our latest disclosures and privacy policy. You can find links to these important documents at the bottom or our home page, or you can access them directly here: Part 2A and 2B of Form ADV, Part 3 of Form ADV.

 

We specialize in providing comprehensive wealth planning advice for successful individuals and their families, executives, business owners, doctors and other professionals. PFA is a fee-only firm and we do not accept commissions nor do we receive any kickbacks, removing even the perception of a conflict of interest. We bring financial planning, investment management, estate planning and tax planning together to help clients achieve their financial goals.

Take a look at our new site and contact us to see how we can help you plan for your future.

 

Jim Reding
Author:

Jim Reding

Jim is CEO and Managing Member of Paradigm Financial Advisors LLC.