Links & Resources

Client Center

Access a holistic view of your wealth using the Paradigm Wealth Management reporting system or view your accounts at each custodian’s website.

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Fidelity Investments

Vanguard

Charles Schwab

TD Ameritrade

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Articles and Links of Interest

Fidelity Financial News

Evaluating your Advisor

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Financial Calculators and Tools

Mortgage Calculators

Risk Tolerance

Life Insurance Needs

Financing College

Home Budgeting