Take Control of Your Financies.

Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Paradigm Shift’s financial advisors help you define that why and create a financial plan that lets you live out your unique vision of freedom.

Our Esteemed Partners

Wealth doesn’t have to be complicated.

The Find Your Freedom Planning Promise™
You-Focused Financial Plan
Transparent, Straightforward Fees

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Who we serve

At Paradigm Shift, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.

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Business owners and executives

I want to help my business continue to thrive, while also planning for retirement and succession.

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Pre retirees

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

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Retirees

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

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private client

I’m a high-income earner with complex needs that require sophisticated, specialized solutions.

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Young investor

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

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What We Do

You define freedom. We’ll design the path to help you get there.

From financial planning to retirement planning and everything in between, our guidance is designed with one goal in mind: to help you find your freedom.

Financial Planning
Business Ownership
Retirement Planning
Private Client Services
Estate Planning
Insurance
Investment Management
Tax Planning
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Ready To Take Control of Your Financial Future?

Let us help you achieve your financial goals with personalized strategies and expert advice. Schedule a free consultation today to start your journey toward financial freedom.

Schedule a Free Consultation