Consulting  / / / / /

Individual Financial Consulting

Paradigm Gilbert Consulting, LLC, a Registered Investment Advisor, provides fee based
financial planning, consulting & advisory 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?