Wealth can be complicated.

Our Services

With the right plan tailored to your goals and financial situation, you can feel protected and confident.

We work with you throughout all of life’s seasons, to help you achieve these goals.

Solutions designed for your future

Solutions for your unique needs

Wealth planning and protection

Our wealth planning solutions involve crafting a personalized roadmap to help you grow, preserve, and transfer your wealth efficiently. We analyze your financial landscape, establish clear goals, and implement strategies that encompass tax optimization, estate planning, and asset protection.

Paradigm Capital offers effective cash management strategies to maximize the return on your liquid assets. We work to optimize your cash flow, ensuring that your money is working as hard as possible for you while maintaining liquidity and security.

Our client risk prevention solutions focus on identifying potential risks in your financial portfolio. We implement risk mitigation strategies to safeguard your investments and assets, providing you with peace of mind and security in a volatile market.

For retirement income planning, we create a sustainable and tax-efficient plan to support your post-retirement lifestyle. We explore various income streams, investment strategies, and retirement accounts to ensure you enjoy a comfortable retirement.


Our fixed income solutions encompass a diversified range of fixed-income securities tailored to your risk tolerance and income needs. We focus on stable, predictable returns while managing interest rate risk.

Paradigm Capital offers a comprehensive suite of investment solutions backed by in-depth research and analysis. We provide you with access to carefully curated investment opportunities, equipping you with the information and tools needed to make informed investment decisions.

Our insights

Retirement Planning

We help you tailor a plan specific to you and your needs. It is never too early, or too late to start saving for retirement. See how small changes could help refine your plan.

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Social Security Optimization

We can help you maximize your Social Security and make the process easier for you, as well as guiding you into making the best choices for you.

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Insurance Planning & LTC

Americans are living longer today than in the past. This is a blessing, but it comes with more costs that are imperative to examine when creating a retirement plan. We will help you choose specific plans that will help put your mind at ease.

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Tax Planning Strategies

Taxes can be your single largest expenses in retirement. We assist you in creating a thorough retirement plan, where we utilize tax-smart strategies.

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