Paradigm develops comprehensive customized financial solutions—with expertise from combined perspectives—so families feel secure with their finances in an insecure world.
our paradigm
Why Our Way
is a Better Way
We’ve pioneered a superior paradigm of financial planning. Our process combines traditional wealth management strategies with expertise in planning for the expense of college, reducing risk, and maximizing tax efficiencies, so nothing is left to chance.
Our cross-disciplinary approach ensures that your finances are explored from several perspectives to help you define your personal and business goals, and create plans to achieve them—so you can prosper now, afford college, and feel secure in retirement.
College
Planning
About Us
Meet The Partners
David A. Kozak
John. J. Lennon
Matthew M. McCarter
three paths to help you
We Can Assist With Any or All of Them
01
Protect What Matters Most to you
02
Plan to Reduce the Expense of College
03
Establish a Path to a secure future
Can We Help You?
We offer free, no obligation consultations to see where you stand and if we are able to help you in any way.
What People Say About Us
Client Testimonials
We have lots of experience
Case Studies
5 Factors That Influence Vacation Home Insurance
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?
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