Our Wealth Solution

Paradigm Financial Group, LLC

Financial Wealth Solution

Our Wealth Solution Service includes the following steps:

I. Goals, Data Collecting and Organization.

              A. Goal Definition

                   . Goals, Objectives and Assumptions

              B. Data Collecting

                   . Brokerage Statements

                   . Employee Benefits Information

                   . Estate Planning Documents

                   . Financial Statement

                   . Tax Returns

              C. Information Organization

                    . Tax Returns, estate planning documents,brokerage 

                      statements, and any other relevant financial       

                      information is received and returned to the client on   

                      its original form.

II. The Advisor Apex

             A. Facts and objectives are shared with clients advisors if

                   needed.   

III. Presentation of Analysis and Organizer.

            A. The initial analysis is presented to the client.  The analysis is the

                  supporting  information for the recommendations

                 which are also present.

            B. The financial organizer is the system which keeps the client's

                 financial life in order. As the relationship moves forward, the

                organizer is updated with new information. At Paradigm Financial

                Group, we use  an organizer which is mirrored to each client's

                 organizer  to ensure the usefulness of the organizer   system. 

                 Clients rely on this organizer as the one place they know

                  they can turn for all of their important financial information.

IV. Prioritization and Initial recommendations.

       the following items are most commonly accomplished:

          A. Income Tax and Cash Flow  * Identifying special items

               which could improve cash flow and /or reduce income  tax.

          B. Educational Funding * Establish or reorganize educational 

                funding programs.

          C. Investments * Establish or reorganize investment  portfolios.

          D. Estate Planning * Establish or reorganize estate plan.

          E. Wealth accumulation / retirement goals * Identifying

              specific steps that will need to be achieved to accomplish desired goals.

V. Electronic Data Profile.

     providing the client easy access to their information.

         A. All of the client's financial information is profiled so

              that one secure password logs them in all of

              their accounts. 

           The next move is yours. Contact us today.