PFA TEAM NEWS & NOTES

Please read the Regulatory & Consumer Information

WELCOME to our website developed exclusively for clients of Paradigm Financial Advisors, LLC . . . . . hence the name "pfaCLIENT.com" ! We take great pride in the fact that nearly all of our clients have come to us on a referred basis and our client retention rate is very high (with the majority having been with us for 10 years or more). As "Fee-Only®" planners & advisors, we are simply in the business of helping active, self-reliant retirees & pre-retirees manage their financial resources and realize "realistic" returns on their investments while achieving their long-term financial goals with an absolute minimum of time, effort & stress.

From this site, you can stay up-to-date on relevant financial topics by clicking on the PFA Commentary and links found on our Team news & Notes page. Click on articles posted under our Information Headers or through our Strategies and Trends section for a more in-depth commentary on current tax strategies, retirement planning, estate planning and investment planning. Please take advantage of the many features we have created for you such as the “24 hour/day” access to your personal investment portfolio and our “Tell a Friend” option.

Thank you for helping us build your firm . . . . we truly value our relationship and always welcome your comments and suggestions!

Feel free to e-mail us at info@pfaCLIENT.com.