Our Philosophy

At Paradee Financial, we believe in the power of individual choice. We believe that clients should have access to a broad range of financial products and services. More choices allow the advisor and the client to work together to craft an individualized investment strategy that will help the client attain their personal financial goals.

You don't necessarily get that choice when you invest with the large, national firms. While they may offer quality investment products, the investments they push are oftentimes driven by corporate sales quotas, hidden agendas, or an over-simplified, one-size-fits-all philosophy.

Here's what we think is the right way to do business:

• Care and respect. Our clients are respected, informed, and heard. You should not settle for less. We believe in being friendly and listening. We are down to earth, but we understand the seriousness of our responsibility to our clients. 
   
• Your dreams and your goals. We understand that investing is more than just numbers on a page. We are acutely aware of the importance of your investments. We understand that this is your life . . . your family . . . your children . . . your organization . . . your business . . . your foundation . . . your retirement . . . your future . . . your dreams. We'll ask you a lot of questions. We want to learn as much about you as you are willing to share. We'll tailor your investments accordingly. We want to be your trusted advisor, and we want to be just as excited about your dreams and your future as you are.
• Empower clients to feel confident about their decisions. We believe in educating our clients about the potential risks and rewards of each investment. We believe in transparency of fees and full disclosure of all costs.
   
• Time-tested financial strategies. At Paradee Financial, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance, and we always appreciate the opportunity to meet with you face-to-face.