Network·Venture Capital

Paradigm Advisors, LLC

Unclaimed

📍 DALLAS, TX

Venture Capitalfinancial serviceshealthcareconsumerbusiness services
www.paradigmadvisors.com

SEC CRD #801-132244

About

Fee-Only Financial Planning - Dallas, TX Fayetteville, AR — Paradigm Advisors, LLC HELPING YOU MAKE INFORMED FINANCIAL DECISIONS TO LEAD YOUR IDEAL LIFE. THE FINANCIAL GUIDANCE YOU NEED. THE CLARITY AND OBJECTIVITY YOU WANT. SCHEDULE A CALL FEE-ONLY FINANCIAL PLANNING Investment Management We’ll Meet You Where You Are. Paradigm will help you reduce taxes, optimize investments and achieve financial freedom. --> REAL FINANCIAL PLANNING LIVES AT THE INTERSECTION OF YOUR MONEY, TIME VALUES. ABOUT Who Our typical clients are... Dual-career household families in their 30's or 40's earning $250,000 or more. Parents with school-age children preparing for the cost of higher education while simultaneously ensuring retirement is on track. Established executives at the officer or director level position who need help navigating additional employer benefits such as stock options, deferred compensation, etc. We might be a great fit for each other if you... Believe in the value of financial planning and investment management. Seek a holistic life planning approach focused on time management, financial freedom, and core values. Value your time and want to delegate the heavy "thinking" about your financial life so you can lead your ideal life. Want personalized, one-on-one attention from highly credentialed professionals. Are financially stable and want a long-term relationship with someone who can contribute an objective perspective through each stage of life. Appreciate a sounding board for

Key Contact

KD

KIRK DUNK

CCO

📞 (214) 756-6066

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Geographic Focus

dallasfayetteville

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AUM

$136M

Location

DALLAS, TX

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