Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Life is filled with opportunities. Will you be ready?
Stay involved. Make sure your money works hard for you.
Unanticipated events can bring financial hardships. Protect the people who depend on you.
Strategically prepare for tomorrow, while balancing today’s needs and desires.
For nearly two decades, we’ve helped business owners and individuals define and prioritize their financial objectives, and then developed sound strategies for attaining success.
Unlike most financial professionals, we’re process-driven, rather than product-driven. In simple terms, our primary focus isn’t on generating commissions -- it’s on creating long-term relationships with people like you. We’ve earned their trust by delivering the guidance they need and creating working relationships based upon mutual understanding.
We don’t believe the conventional wisdom that preparing begins by identifying your minimum needs. Instead, we employ an economics-based approach that is holistic, integrated, unconventional, and macroeconomic, with sophisticated tools rooted in actuarial science. Our goal is to help you maintain and enhance the quality of life you desire while you’re working and well into retirement.
Our professionals define financial success as achieving several objectives. We seek to build wealth as efficiently as possible in any economic climate, to allow you to enjoy what you’ve worked for, and to pass on as much of that wealth as possible to whomever you wish.
We’ve organized our financial professionals into client-centered teams to ensure that you always have access to people who are familiar with your situation and specific objectives, so you’re assured of receiving immediate answers to your questions. Just as important, it means that you’ll have conversations with people, instead of voice mail systems.
We’ll be happy to sit down with you in a no cost, no-obligation consultation to listen to your goals and explain how we can help you achieve them.
Sales Director, Donna Adams served in sales and management roles for one of world’s largest insurance carriers. She founded Paradise Financial Partners in 2004 to pursue a more personal approach to helping business owners and other individuals strengthen their financial security. Over time, she plans on developing financial professionals sharing her service-focused, economics-based approach to become part of Paradise Financial Partners, serving clients throughout Illinois, Florida, Nevada, Oklahoma and Wisconsin.
The data below reflects the previous day close.
Market data provided by xignite.