610-422-3530

610-422-3530

Welcome to our Paradigm.

We provide customized financial solutions to help you protect what matters, prepare for life’s milestones, and prosper through retirement.

Welcome to Our Paradigm.
We craft customized financial solutions to help you protect what matters, prepare for life's milestones, and prosper through retirement.

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Years of Service
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Dedicated Experts
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Happy Customers

our paradigm

Why Our Way
is a Better Way

We’ve pioneered a new paradigm of planning for the future. Our process combines the best of traditional financial strategies with expertise in planning for the expense of college. Additionally, we focus on reducing risk and maximizing tax efficiencies so our clients are comfortable despite market volatility.

Our cross-disciplinary approach ensures that your finances are explored from several perspectives to help you define your personal and business goals, and create comprehensive plans to achieve them. Our mission is to help people protect what matters to them, prosper in the present, afford college, and feel secure in retirement.

our sPECIALTIES

Explore How We Can Improve Your Financial Security

Service Areas

Our Commitment

We provide custom, flexible, comprehensive, successful, and longstanding plans that enable individuals and families to accumulate wealth, afford financial milestones, prosper in retirement, and avoid unnecessary risk.

College
Planning

Paying for college is a significant investment of time and resources. Our expert college planners provide thoughtful strategies to reduce out-of-pocket costs and minimize future debt to keep stress at a minimum.

Property & Casualty Insurance

The most basic and possibly the most critical planning involves risk management—protecting what you already have in order to obtain what you want and need. Our insurance agents can find you the best protection at the best price.

About Us

Meet The Partners

David A. Kozak

CEO

John. J. Lennon

CFO

Matthew M. McCarter

COO
Learn More

insurance, college, security

We Offer Customized Solutions to Meet Your Unique Needs

01

Protect What Matters Most to you

Our insurance specialists work only for you. We operate independently from any specific carrier, enabling us to find you the best property and casualty protection for your needs at the best possible price.

02

Discover Ways to Reduce College Expenses

Our college experts possess comprehensive knowledge of the complex financial aid system, how to navigate it effortlessly, and how your financial decisions can profoundly affect what you will pay for college.

03

Establish a Path to a secure future

Financial security goes well beyond market performance. Our D-SIDE® method ensures we understand your current financial situation, future goals, and any problems to be solved. We then strategize to develop customized solutions that provide reliability, redundancy, and stability for our clients, even in uncertain times.

Can We Help You?

We offer one-on-one, no obligation consultations to understand your specific goals, present your overall financial picture, and give insight on blindspots or potential opportunities.

Schedule a Consultation

What People Say About Us

Client Testimonials

The following testimonials were given by clients of Paradigm Financial Group. No compensation was provided for the testimonials. This arrangement creates a material conflict of interest because Paradigm Financial Group has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
“The consultants at Paradigm Financial Group have a diverse range of expertise, which is particularly helpful for entrepreneurs like me. I appreciate their ability to provide insights and solutions across various financial aspects, including investments, insurance, estate planning, and more. They're always willing to jump in and provide insights into the situation I'm either going into or coming out of, and that affects the entire portfolio.
Tom AlexanderClient since 2012
Tom Alexander
"The philosophy at Paradigm is to be very open and honest. They are always willing to help me understand, answer my questions, and find solutions that work to my benefit. It's really important to find someone you can trust. That is hard to find in business, but part of the culture at Paradigm.”
Lana RousakowskiClient since 2015
Lana Rousakowski
“The plan they designed for me worked to a tee. My daughters are both through college without any debt, and I'm using the plan now as a wealth transfer tool. I am 100% happy. I was an engineer by education, so I really evaluated it hard. I had to know all the details inside and out. I recommend that you take a hard look and see if it fits into your personal goals, but it worked out perfect for me.”
Tom HermanClient since 2011
Tom Herman

You Deserve One Of Our Best Lawyers

with 35 years of law experience

Free Consultation

We have lots of experience

Case Studies

5 Factors That Influence Vacation Home Insurance

Our Team June 11, 2021

So, it turns out that working from home in 2020 made many people want…a second home. In fact, by October 2020, demand for second homes skyrocketed 100% from a year earlier, according to a report in “The World Property Journal.” It makes sense that if you could work from anywhere, you might prefer to work

What is Market Volatility and How Can You Protect Against It?

Our Team June 7, 2021

If anyone told you on January 1, 2020 that toilet paper was about to become a precious commodity…you wouldn’t have believed them. But, of course, that is exactly what happened when the pandemic hit, lock-down began, and panic-buying set in. So, what does this have to do with financial markets? It illustrates that our world

120 Arrandale Blvd. Exton, PA 19341

610-422-3530

info@pfgiusa.com

Securities offered through Regulus Financial Group, LLC. Member FINRA / SIPC. Paradigm Financial Group, Inc. is independent of Regulus Financial Group. Paradigm Financial Group, Inc. does not provide legal or tax advice. One should consult a legal or tax professional regarding their own personal situation. Check the background of your financial professional on FINRA’s BrokerCheck.

© 2023 Paradigm Financial Group, Inc. All Rights Reserved.

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