Lifetime Paradigm, LLC in Newport Beach, California

• Business name: Lifetime Paradigm, LLC
• Address:
• 1601 Dove St, Ste 195
  
  Newport Beach, California 92660
• Phone number: 949-224-4240
• Fax number: 866-224-4478
• Map:
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• Email address:
• Category: Financial
• Description:
• The Bank of You Paradigm, The Professional Mortgage Plan - We provide financial planning that integrates real estate strategies into traditional financial planning disciplines. - Retirement planning, Estate Planning, College Funding - We form Wealth Management Teams to ensure that you always receive the best advice from all disciplines required to provide a sound, comprehensive financial plan. We provide unique and proprietary real estate integrated financial solutions: - Solutions to help you make Better, Smarter, Safer Choices and financial decisions - Solutions based on the idea that real estate is generally one’s single biggest asset, and the mortgage one’s single biggest liability; both must be addressed appropriately - Solutions that integrate traditional financial planning principals and tools, like stocks, bonds and mutual funds, into unique and proprietary real estate based financial planning system called The Professional Mortgage Plan sm - Solutions to Protect the equity in your real estate from loss, minimize the expense and maximize the benefits associated with owning real estate - Solutions to Increase your safety and liquidity - Solutions to Reduce the taxes you pay - Solutions for: Life-Long Retirement Income Estate Planning Charitable Giving College Funding The Bank of You Paradigm ® The essence of The Bank of You Paradigm ® is simple If you want to win the game of money, credit and finance, do what banks do! Think of it this way. If you wanted the best odds to win in Vegas which game would you play? Craps? Poker? Slots ? I say that none of those games give you the best odds of winning. If you want to win in Vegas you need to change your perspective. You need to see things from a new point of view. Change your perspective, pull yourself away from the gaming tables and look around. What do you see? You see a multi-million dollar casino! Change your perspective again. Walk out on the strip and look up and down the street. What do you see? You see scores of multi-million dollar casinos! Now ask yourself again, "If I want the best odds of winning in Vegas, what should I do?" The answer should be obvious. Don't be a gamer. Be the casino! And so it follows, if you want to win the game of money, credit and finance, don’t’ do what banks want, do what banks do. Become Your Own Bank - The Bank of You ® I am a Registered Mortgage Advisor. You can think of me as a financial planner who, instead simply managing your stocks, bonds and mutual funds, I help you to manage your single biggest asset, single biggest liability and your single biggest expense; the equity in your real estate, the associated debt and the taxes you pay. As a result I help you to achieve all your financial goals in a "better, smarter, safer way," so that you can live a less stressful and more fulfilling life. Better - Because I incorporate all your assets, not just some of your assets, into a unique and proprietary financial plan called The Professional Mortgage Plan sm Smarter - Because I help you to minimize the expense associated with your debt and to reduce the taxes your pay Safer - Because I help you to protect the equity in your real estate from loss and increase your safety and liquidity along the way I have been in the financial services industry, living and working in Newport Beach, CA for over 20 years. I am a Registered Mortgage Advisor, a Registered Financial Consultant, a life insurance agent, a real estate broker and a mortgage broker. With that experience and training I have been able to develop more than 20 unique and proprietary systems to help my clients to achieve their financial goals. I am one of a handful of professional in the country qualified to use the mortgage as a financial tool and to incorporate real estate and financing strategies into a comprehensive financial planning system called The Professional Mortgage Plan sm. The Professional Mortgage Plan sm is the ONLY financial plan designed to protect the equity in your real estate, reduce the taxes you pay and increase your safety and liquidity so that you CAN achieve all your financial goals in a better, smarter, safer way. I will do 4 things for you: 1) Protect & improve your credit 2) Protect & grow the equity in your real estate 3) Optimize, protect and grow, your overall financial safety and liquidity 4) Help you to reduce the taxes you pay I am the President and Founder of Lifetime Paradigm, LLC. Lifetime Paradigm is dedicated to one thing and one thing only, that is, to provide our clients with absolute "certainty", certainty that by making better, smarter, safer choices that they can achieve financial independence, personal significance and live a less stressful more fulfilling life. While it's easy to say, and very difficult to accomplish, our mission is to incorporate real estate and real estate financing strategies in to comprehensive financial plan, "The Professional Mortgage Plan sm". We work in concert with other financial professionals covering all the other disciplines, taxes, estate planning, etc, to form your personal Wealth Management Team and ensure that you are always receiving the best advice in all areas of your life. You would call me a financial planner. I call myself a "financial philosopher," because I help people to think about money in a new & different way; a better, smarter and safer way. I help them to view money from a different perspective, a new paradigm, The Bank of You Paradigm ®. We also recognize that there is more to life than money. The amount of your financial wealth is not what is most important in terms of your overall happiness. What's important is True Wealth Alignment. True Wealth Alignment is a combination of your financial wealth, your health and your relationships with others. Simply put, to live a less stressful and more fulfilling life your income needs to be in alignment with your expenses which puts your lifestyle in balance. Then, if your lifestyle is in alignment with your goals and expectations you will live a balanced and happy life.
• Last update: 2008-11-06
• Visits: 1640

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