We are a Flat-Fee Financial Advisor. By itself, that makes us different from the majority of advisors who charges clients based on size of accounts, or commissions only. You can click on our "Flat-Fee Pricing Model" tab on our website to learn more.We serve local families in Downingtown, PA, as well as clients across the country, so that they can Reduce Taxes, Invest Fearlessly, and Retire Well.We specialize in retirement planning so that, when our clients retire, and they fill their schedules with the things they want to do and love to do, they are confident they aren’t missing anything and have all their bases covered. They are confident they aren’t leaving any money on the table. Confident in the plan they have in place. Confident in the transition into this destination called retirement that they’ve worked years and years to get to.With a focus on tax strategy and the dependable monthly income aspects of retirement, and a respect for education and knowledge (rather than hype, sales, or pressure), we guide our clients make excellent decisions with a unique process that positions them to make excellent decisions.

At Paradigm Life, I work with clients across the country to ADD key items to their balance sheet:►Dependable, Consistent Growth ►Efficient Creation of Dependable, Inflation-Fighting Income that they Cannot Outlive, and►Legacy in the form of Tax-Efficient Dollars and Financial Intelligence.My client meetings and ongoing education are catered to each individual person and family - empowering each of them to understand the value and versatility of actuarial science and how to properly utilize and leverage it as an asset.

My role at Old Security Group allowed me to grow in the business. It was a terrific opportunity to connect with the community to educate them about specific solutions to common retirement planning challenges. I focused primarily on helping clients understand guaranteed insurance products and their role in retirement income planning, retirement tax considerations, and overall legacy and estate planning. I truly enjoyed my time at Old Security Group and the role I played in helping my clients and the organization.

This is where I made my transition into Financial Services. It is here where I learned some of the basics, but it is also here where I clarified my vision and passion in the industry. I started to see and hear the pain that traditional planning was not solving for my clients, and began to seek and develop the skills necessary to help them.