Consulting  / / / / /

Individual Financial Consulting

Paradigm Gilbert Consulting, LLC, provides fee based
consulting services with strategic specialties in:

Quantitative Retirement Planning
including the deployment of retirement assets to provide the required after tax retirement income goal adjusted for inflation

Tax qualified and non-tax qualified retirement plans design

Business Exit Planning

Insurance Planning to prepare for the:
What if I die prematurely?
What if I become disabled?
What if I need some form of long term care?

Insurance Portfolio Audit

With almost five decades of experience, what could this mean for you and your family?

Quantitative Retirement Planning

Premature Death Planning

Education Planning

Estate Planning

We have served over 10,000 corporate & individual clients

Now it’s time to let us guide you!

Contact Us Today

California  / / / / /

Los Angeles Office
10960 Wilshire Blvd., Suite 1070
Beverly Hills, CA 90024

dgteam@paradigmgilbert.com
T: 310-858-1935

Orange County Office
2 Park Plaza, Suite 320
Irvine, CA 92614

info@paradigmgilbert.com
T: 949-544-2500

Texas  / / / / /

Fort Worth Office
500 W. 13th St.
Fort Worth, TX 76102

T: 817-880-6980

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Quick Links  / / / / /

California  / / / / /

Los Angeles Office
10960 Wilshire Blvd., Suite 1070
Los Angeles, CA 90024

dgteam@paradigmgilbert.com
T: 310-858-1935

Orange County Office
2 Park Plaza, Suite 320
Irvine, CA 92614

info@paradigmgilbert.com
T: 949-544-2500

Texas  / / / / /

Fort Worth Office
500 W. 13th St.
Fort Worth, TX 76102

T: 817-880-6980

Facebook Twitter Linkedin

Quick Links  / / / / /

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. Paradigm Gilbert Group and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

Lion Street ADV2, Lion Street CRS

Check the background of this firm on FINRA’s BrokerCheck.

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