Paradigm Financial, Llc
Financial Advising
Why pick this one
Paradigm Financial, LLC combines individual financial planning with 401(k)/403(b) plan support, including 3(21) co-fiduciary services and Fi360 reviews.
Best for
- Employers needing 401(k) or 403(b) plan design and fiduciary-process support
- Individuals planning for retirement, Social Security, or estate-related goals
- Families seeking coordinated investment, insurance, tax, debt, and legal-document planning
- Clients seeking personalized financial education and long-term planning
Look elsewhere if
- People seeking emergency financial services or immediate response times
- People seeking only a single transactional investment service rather than ongoing planning
Specialties
- 401(k) and 403(b) plan consulting
- 3(21) co-fiduciary services
- Retirement planning
- Investment planning
- Estate strategy
- Social Security strategy
- Debt management
- Financial education
- Comprehensive life planning
What makes them different
- Provides 3(21) co-fiduciary services and suggestions for potential 3(38) investment managers
- Supports plan sponsors with Investment Policy Statements, fiduciary processes, fund-selection due diligence, and plan benchmarking
- Conducts quarterly fiduciary investment reviews utilizing Fi360
- Jennifer Whisenant began working in financial services in 1999
- Offers financial planning that reviews assets, debt, insurance, tax information, wills, trusts, and powers of attorney
Distilled from this business's own website.
Contact & Location
- Address
- 7 Corporate Center Ct Ste B18, Greensboro, NC 27408-3878
- Phone
- 13365158080
- Website
- http://www.paradigm.financial
- Jennifer@Paradigm.Financial
Services
- Employer-sponsored retirement plan support
- Investment management
- Wealth management
- Retirement strategies
- Estate strategies
- Social Security strategies
- Debt management
- Financial education