At Paradigm Wealth Management, we provide independent, fiduciary advice to individuals and small business owners who value honest guidance and straightforward planning. With over 20 years of experience and a CERTIFIED FINANCIAL PLANNER™ at the helm, we help clients make informed decisions about retirement, investments, and long-term financial security.

Based in Lincoln, Nebraska, we proudly serve hard working families who are preparing for or enjoying retirement. Our approach is personal, practical, and built around what matters most to you. When you work with us, you’ll get more than just a plan—you’ll get a trusted partner who puts your interests first.

Services

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Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes.
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Tax Planning

Our Tax Planning philosophy is not centered around tax avoidance, but rather on helping you structure your finances, so you and your family aren’t overburdened by undue tax liability.
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Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.

Plan With Purpose. Retire With Confidence.

Let’s create a financial strategy built around what matters most to you.

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