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Wealth Management Designed Around You
Your Needs Drive Our Relationship and Advice
 At Paradigm, It’s All About You
As a boutique advisory firm, we offer you service that is personal, private and exclusive. We aspire to have only a limited number of clients but to provide personal service to every one of them. We honor our relationship with you and strive to provide customer service and attention you may not find elsewhere.
• We take the time to understand your goals in life and how you feel about your money.
• We can advise you on all your financial affairs – investing, retirement, estate planning, insurance, and other issues – or design a plan to address a single aspect of your finances.
• Your financial plan shows you what you need to do to finance your goals in life.
• Your portfolio is tailored to your goals and your ability to withstand market losses.
• Investments are monitored and you receive reports quarterly about performance.
• You will understand everything we do for you - your investments, fees, and financial plans.
• As a privately held independent advisory firm, our advice is not influenced by a corporate parent and we are free to chose the right solutions for you.
Our Five Step Process
At Paradigm Consulting, Inc. we follow a five-step process that helps to ensure investment decisions are made rationally, based on your long-term goals. We take the emotion out of investing. The five steps are:
Discovery .In order for us to design a plan to help you meet your financial goals, we gather specific personal and financial information from you.
Financial Analysis And Suitability. Based on the financial goals and assumptions you provide, we calculate the likelihood of realizing your financial goals.
Paradigm Investment Blueprint. Once we clearly understand your financial objectives and have established your risk/return profile, we develop and implement a customized investment strategy, utilizing our proprietary manager scorecard system.
Portfolio Monitoring And Rebalancing*. We continually monitor your portfolio and make decisions to rebalance and realign your portfolio and communicate these changes to you.
Reporting. Each quarter, we show you exactly where you stand in relationship to your goals and objectives.
Securities and Advisory Services offered through Royal Alliance Associates, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. Additional Investment Advisory Services offered through Paradigm Consulting, Inc., a Registered Investment Advisor not affiliated with Royal AllianceAssociates, Inc. *Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.
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