All the experts you need, under one roof
As your wealth grows, your financial life usually gets more complex, not less. In fact, more wealth often brings more questions:
- What can I be doing to pay fewer taxes?
- What happens to my assets if the economy has another recession?
- Is my estate plan set up correctly?
- Does my portfolio have the appropriate amount of risk?
- How can I maximize the wealth I leave to my heirs?
But if you’re like most people, you may find that your CPA is too busy to help you with proactive planning. And using tax and estate planning attorneys for planning can be very expensive.
Fortunately, there’s a better way:
Get all that expertise from a single source.
At Paradigm Financial Advisors, we have a team of investment professionals, tax specialists, and attorney’s that have decades of experience helping our clients achieve their financial goals. Our team includes:
- Investment Specialists
- CERTIFIED FINANCIAL PLANNER™ professionals
- CPAs and Tax Accountants
Instead of just working with one professional at a time, you’ll get access to a team focused on getting you better results.
You’ll get comprehensive wealth management, while also getting access to sophisticated strategies that can help generate tax savings now…and in the future.
- You’ll save time coordinating professionals.
- Your team takes responsibility for implementing your plans.
- You’ll save money on professional fees.
We serve you in a fiduciary capacity, meaning we act in your best interest at all times.
We go further by choosing not to sell insurance or annuities. So there are no commissions or other hidden compensation. This allows our firm to simply provide you with high-quality, conflict-free advice.
Learn more about our commitment to your best interests.
Comprehensive Wealth Planning
At Paradigm Financial Advisors, our services are designed to help you grow your wealth, reduce taxes, protect your assets, and provide financial security for your family for many generations to come. When you work with us, you’ll receive service from a dedicated team including a CERTIFIED FINANCIAL PLANNER™ professional, a CPA, and a licensed attorney. Working together, we’ll address all of your financial needs so you can feel confident that you are on track to achieve your goals.
Proactive Tax Planning
No matter what stage of life you are in (still working, close to retirement, or even in retirement) it is very important to have a detailed tax plan each year. Nobody wants to pay more taxes than they have to. With our team of tax professionals, you’ll receive ongoing tax planning, so we can help you take advantage of any and all tax savings
Multi-Generational Estate Planning
Our comprehensive services also include Multigenerational Estate Planning. Our team has extensive experience designing and implementing advanced estate planning strategies that help transfer your wealth tax-efficiently to your family or other heirs.
Our estate planning strategies include the use of structures such as:
- Revocable Living Trusts
- Dynasty Trusts
- Family Limited Partnerships
- Grantor Retained Annuity Trusts
- Charitable Remainder Trusts
- Intentionally Defective Grantor Trusts
- Asset Protection Trusts
- Limited Liability Companies (LLCs)
Active Investment Management
Passive investment strategies are popular and index-based investing does have many benefits, including lower costs but many clients, want to know that their portfolios are prepared for volatile market environments and that they do not want to simply watch their portfolios decline proportionally to the market when things get volatile. At Paradigm Financial Advisors, we take an active approach when it comes to designing and managing portfolios for our clients. While we do incorporate some index-based investing, we also know that markets can be inefficient in the short term and that an active approach may be necessary to protect against large losses or even to take advantage of great opportunities.
With us, you get institutional-quality investment management services that are designed to maximize long-term returns and reduce drawdowns during market declines.
Our proprietary portfolio management process, developed over 25 years, strives to maximize your risk-adjusted returns.
The end result? We strive to help you get more consistent, reliable returns so you can achieve your long-term goals.
Unlimited Support from Your Multi-Specialty Team
It can be hard to make consistently good decisions when you are pressed for time. What if you had a team of experts ready to examine your options and help you make better decisions? With Paradigm Financial Advisors, you’ll have a dedicated team available to help you with financial matters of any kind.