Wealth Insurance

At Paradigm Financial Partners LLC, our role is to serve the needs of our corporate and individual clients by providing both advisory & brokerage services.

We strive to educate our clients and their other professional advisors on wealth insurance: the ever-changing insurance marketplace so they will be knowledgeable and sophisticated insurance consumers. Of course, no single solution will work for every client.

Our knowledge and experience is focused in several areas:

  1. We utilize "best of breed" insurance product offerings from over 50 highly rated insurance carriers.
  2. We analyze the cost structure of insurance policy designs; look closely at insurance carrier financial strength; focus on the internal rate of return or IRR; and look at both guaranteed and current cost assumption approaches.
  3. We focus on various insurance options based on risk tolerance, time horizon and ever changing goals.
  4. We follow UPIA (Uniform Prudent Investor Act) guidelines of annual and thorough policy reviews that trustees must follow in their role of fiduciary.
  5. We also provide the same type of analysis for your disability and long-term care insurance needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck