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Individual Retirement Income Strategy

 

Making Your Dreams Come Alive

Retirement should be an exciting and rewarding time in your life, not a source of confusion and stress. Retirement is not a place, it’s an objective, and Paradigm’s financial advisors will help you rediscover the passion and value in your life.

Do You Want To:

  • Travel around the world?
  • Send your children to college?
  • Start a new business?

How will you finance those dreams? What steps will you take? You face decisions every day that impact your long-term planning, and that’s where objective financial advice can make the difference. The right financial plan can help you make the right decisions and give you a roadmap to guide you to your dreams.

Helping You Get What You Want Out of Life

The investment strategies that get you to retirement are not the same strategies that will help you through retirement. Accumulating assets and distributing those assets require different approaches and Paradigm Consulting, Inc. has designed planning systems around that insight. Paradigm is creating a higher standard; with our client-centered approach to retirement income planning, we help protect you against outliving your assets and reach your goals.

Paradigm advisors will meet with you regularly and together we will:

  • Explore your future: We take the time to understand your goals in life.
  • Bring it all together: We manage investing, retirement, estate planning, insurance, and other financial matters with a highly integrated approach.
  • Keep you on track: Your progress will be monitored and you will receive quarterly performance reports.
  • Put your interests first: As an independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the appropriate solutions for you.

Five Steps to Help You Protect Your Future

Assisting You in Reaching Your Financial Goals

Today’s pre-retirees are enjoying the best health and the longest life expectancy of any generation in history, and you need your income to last as long as you do. Paradigm is addressing that concern with its new Retirement Income Strategy, which is designed to safeguard you against outliving your assets.

A detailed retirement blueprint based on your goals, income and financial resources, the Retirement Income Strategy provides the structure and support you need to preserve your wealth for life. The program includes:

  1. The Retirement Income Conversation. Discussing your goals.
  2. The Retirement Income Assessment. Defining your needs.
  3. The Retirement Income Strategy. Creating a plan to reach your objectives.
  4. The Retirement Income Monitor. Informing you on your progress.
  5. The Retirement Income Review. Overseeing your plan’s performance.

Paradigm Retirement Income Strategy

Unique portfolios that provide lifetime income

Paradigm’s Retirement Income Strategy provides immediate cash flow to help meet your spending needs, reduces overall market volatility, and seeks to ensure long-term growth to decrease the likelihood of outliving your assets.

The Paradigm Retirement Income Strategy is designed so you can enjoy regular monthly payments throughout your retirement years.

Look Ahead with Confidence

Testing your portfolio with retirement forecasting

When you retire, how much can you withdraw without running out of money? Paradigm’s Lifetime Income Report uses sophisticated financial forecasting techniques to answer this all-important question. The report shows you how various levels of future returns on your portfolio would affect the level of money you can safely withdraw.

With the report in hand, you can confidently choose your optimum withdrawal rate and adjust your portfolio to provide the best balance between your income, long-term needs and risk tolerance.

A Team of Skilled Professionals On Your Side

Employing a Wide Range of Specialties

Financial planning is a complex field that requires a team of specialists working together to help you reach your objectives. At Paradigm Consulting, Inc., we offer a broad and varied lineup of dedicated professionals. Our two principals carry the prestigious Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies. In addition, they and seven other employees hold a variety of investment and securities registrations.

We can help you rediscover your passion and goals and provide a roadmap to your dreams.

 


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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Investment advisory and insurance services offered through Paradigm Consulting, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc. Additional advisory services offered by Amy Mielnicki and Laurie Ann Schoen through Royal Alliance Associates, Inc.

Paradigm Consulting, Incorporated and Paradigm Benefits are separate entities.  Paradigm Benefits is not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, DE, FL, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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