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Paradigm Financial Partners

Our purpose is beyond just building wealth and financial security for our clients It is about realizing personal values, achieving balance and living a rich life. Lee Rawiszer and David Halper. 315 Post Road West. Paradigm Financial Partners 315 Post Road West, Westport, CT 06880 Email: info@pfpartners.com. Phone: 203-221-3085 Fax: 203-221-3087. Securities offered through Kestra Investment Services, LLC (Kestra IS), member. Of this financial professional on FINRA's BrokerCheck.

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CONTACTS AT PFPARTNERS.COM

PERFECT PRIVACY, LLC

12808 Gra●●●●●●●●●kway West

Jack●●●●ille , FL, 32258

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1570●●●●8780

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PERFECT PRIVACY, LLC

12808 Gra●●●●●●●●●kway West

Jack●●●●ille , FL, 32258

UNITED STATES

1570●●●●8780

vm●●●●●●●●●@networksolutionsprivateregistration.com

View this contact

PERFECT PRIVACY, LLC

12808 Gra●●●●●●●●●kway West

Jack●●●●ille , FL, 32258

UNITED STATES

1570●●●●8780

vm●●●●●●●●●@networksolutionsprivateregistration.com

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Paradigm Financial Partners | pfpartners.com Reviews

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Our purpose is beyond just building wealth and financial security for our clients It is about realizing personal values, achieving balance and living a rich life. Lee Rawiszer and David Halper. 315 Post Road West. Paradigm Financial Partners 315 Post Road West, Westport, CT 06880 Email: info@pfpartners.com. Phone: 203-221-3085 Fax: 203-221-3087. Securities offered through Kestra Investment Services, LLC (Kestra IS), member. Of this financial professional on FINRA's BrokerCheck.

<META> KEYWORDS

1 share

2 philosophy and process

3 wealth solutions

4 communications

5 clients

6 mission statement

7 finra brokercheck

8 contact info

9 westport

10 map and directions

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share,philosophy and process,wealth solutions,communications,clients,mission statement,finra brokercheck,contact info,westport,map and directions,info@pfpartners com,additional pages,disclosure,enduring portfolio construction,open architecture,careers

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Paradigm Financial Partners | pfpartners.com Reviews

https://pfpartners.com

Our purpose is beyond just building wealth and financial security for our clients It is about realizing personal values, achieving balance and living a rich life. Lee Rawiszer and David Halper. 315 Post Road West. Paradigm Financial Partners 315 Post Road West, Westport, CT 06880 Email: info@pfpartners.com. Phone: 203-221-3085 Fax: 203-221-3087. Securities offered through Kestra Investment Services, LLC (Kestra IS), member. Of this financial professional on FINRA's BrokerCheck.

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pfpartners.com

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Philosophy & Process : Paradigm Financial Partners

http://www.pfpartners.com/Philosophy-and-Process.7.htm

Personalized holistic roadmap for building wealth and financial security True relationship with our clients. Shared values and beliefs, real conversation, listening, earned trust, respect. Our clients success is our success. Passionate about our clients lives, families, values, goals, concerns. Concierge client service team commitment to serving clients as a partner on the journey, caring, flexible, personalized effective solutions individualized, current, responsive, innovative. 315 Post Road West.

2

Disclosure : Paradigm Financial Partners

http://www.pfpartners.com/Disclosure.6.htm

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA. Investment advisory services offered through Kestra Advisory Services, LLC, an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Paradigm Financial Partners. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel. 315 Post Road West.

3

Clients : Paradigm Financial Partners

http://www.pfpartners.com/Clients.19.htm

To View Your Investment Accounts click on the hyperlink below for StatementOne:. Click for Online Access. Before attempting to log on, click the Registration link first and complete the information required such as your social security number. Email us to request your temporary password. You can then change it to your own personal password once you have entered StatementOne’s site. 315 Post Road West. Paradigm Financial Partners 315 Post Road West, Westport, CT 06880 Email: info@pfpartners.com.

4

Open Architecture : Paradigm Financial Partners

http://www.pfpartners.com/Open-Architecture.9.htm

Once the asset allocation is determined, the Investment Policy Statement (IPS) is drafted to document the plan for the portfolio. The IPS is tailored to our clients’ unique needs and circumstances. It addresses cash flow needs and expectations, risk tolerance, time horizon, income tax issues, and asset allocation. It also identifies the criteria we will use to select and evaluate managers. 315 Post Road West. Paradigm Financial Partners 315 Post Road West, Westport, CT 06880 Email: info@pfpartners.com.

5

Video Hub : Paradigm Financial Partners

http://www.pfpartners.com/Video-Hub.23.htm

The following is a series of videos designed to help you understand the latest tools for your financial planning. 315 Post Road West. Paradigm Financial Partners 315 Post Road West, Westport, CT 06880 Email: info@pfpartners.com. Phone: 203-221-3085 Fax: 203-221-3087. Securities offered through Kestra Investment Services, LLC (Kestra IS), member. Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck.

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Paradigm Financial Partners

Our purpose is beyond just building wealth and financial security for our clients It is about realizing personal values, achieving balance and living a rich life. Lee Rawiszer and David Halper. 315 Post Road West. Paradigm Financial Partners 315 Post Road West, Westport, CT 06880 Email: info@pfpartners.com. Phone: 203-221-3085 Fax: 203-221-3087. Securities offered through Kestra Investment Services, LLC (Kestra IS), member. Of this financial professional on FINRA's BrokerCheck.

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