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
