Paradigm’s planning model evolved from a mix of people whose experiences and paths merged at a singular viewpoint: the traditional method of financial planning often fails when college is added to the mix . Our founders decided there had to be a better way, a new paradigm of planning for the future, and Paradigm Financial Group was formed.
Lennon Tax Opens Its Doors
John J. Lennon opens Lennon Tax Advisors to help individuals and small businesses with tax preparation, tax filing, and tax planning.
McCarter Launches Financial Career
Matthew E. McCarter gains extensive knowledge and experience in finance and insurance as a representative of financial firms in New York, New Jersey, and Pennsylvania.
Lennon Integrates College Services
Due to John’s expansive tax knowledge, discipline, and attention to detail, many of his clients request additional help with filing financial aid forms as their children apply to college. The College Planning Center is established.
McCarter Creates His Own Path
After 10 years as a financial planner and insurance agent for a variety of companies, Matt hangs his own shingle as the McCarter Agency and adds property & casualty insurance to the mix.
Kozak Brings Experience
David A. Kozak contributes his extensive expertise in business development, finance, sales, and marketing to the McCarter organization.
Matthew McCarter and David Kozak join forces to form the McCarter Kozak Agency, offering their clients property and casualty insurance and financial planning.
Meeting The Need
Recognizing a pattern where traditional financial planning fails, David Kozak dedicates time and resources to developing plans specifically for funding higher education.
Establishing A Mission
While still serving clients with the McCarter Kozak Agency, Dave and Matt co-found Elite Collegiate Planning with the mission of helping families afford college without sacrificing their own financial futures.
A New Paradigm Emerges
Their mutual passion to plan for, ensure, and secure their clients’ financial futures leads Kozak, Lennon and McCarter to combine their expertise. Their individual perspectives on wealth, college, insurance, and tax and perspectives as the Paradigm Financial Group. This new paradigm revolutionizes the process of financial planning.