Paradise Financial Planning works with individuals, families and businesses to help create, build and preserve wealth. We are completely independent, so our loyalty belongs exclusively to our clients-not to a parent company. We take a disciplined approach by defining your financial goals, setting realistic objectives and creating, implementing and monitoring your investment plans.
We act as your core advisor, coordinating services with your tax and estate planner. We are a team of experienced professionals, ready to help with your financial issues and concerns. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
We act as your core advisor, coordinating services with your tax and estate planner. We are a team of experienced professionals, ready to help with your financial issues and concerns. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
Services
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. Samuel Griggs began his financial services career with New England Financial after serving in various management positions with universities and organizations such as the Metropolitan Opera and the Jackie Robinson Foundation.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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