Paradigm Wealth Management
3.7
Paradigm Wealth Management helps individuals and families pursue their ideal retirements through comprehensive financial planning, investment management, and retirement income strategies in the Denver area.
About
Paradigm Wealth Management is a financial services firm based in Denver, Colorado, at 2000 S. Colorado Blvd., Suite 250.
The firm helps individuals and families pursue their ideal retirements through a comprehensive approach covering retirement planning, tax-efficient strategies, income strategies, Medicare guidance, investment advising, and legacy planning. The Paradigm Plan is based on six key areas that work together to optimize clients' financial plans. The firm offers workshops and one-on-one meetings to help clients achieve their retirement goals.
Services
Retirement Planning
Discovery of retirement goals, establishing current financial position, and exploring the lifestyle you want to live.
Tax-Efficient Strategies
Assessment of current holdings, IRA planning, and tax-deferred and tax-free strategies.
Income Strategies
Social Security and Pension strategies, income and expense analysis, inflation plan and longevity planning.
Medicare Planning
Understanding Medicare options, long-term care plan options, and preparation for the unexpected through partnership with AE Medicare Solutions.
Investment Advisory
Risk tolerance analysis, portfolio fee analysis, accounting for volatility, risk reduction, and comprehensive institutional money management.
Legacy Planning
Estate and income tax planning, asset distribution, beneficiaries, trusts and probate.
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