Paradigm Wealth Partners is a Registered Investment Advisor firm offering fiduciary financial advice and comprehensive financial planning. We specialize in Retirement Planning, Maximizing Social Security Benefits, and Investment Management. Jonathan P. Bednar, II, CFP® is a CERTIFIED FINANCIAL PLANNER Professional and provides services that focus on cash flow planning, helping our clients make disciplined and informed financial decisions.
|Firm Start Year:||2001|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||Alabama, Arkansas, California, Florida, Georgia, Michigan, Missouri, North Carolina, Tennessee, Washington|
|Number of Years with Current Firm:||9|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Variable Life , Long Term Care , Annuity , Health , Life , Variable Annuity|
|Financial Organization Memberships:||Independent Advisor Alliance (IAA)|
|Firm's Number of Clients:||500+|
|Assets Managed by Firm:||$240,000,000|
|B.S.B.A. in Finance||
Walton College of Business, University of Arkansa
Jonathan P. Bednar, II was born in Jonesboro, Arkansas and grew up in Little Rock. He graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. Jonathan joined Paradigm Wealth Partners in January 2010, partnering with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions using financial planning as a means to solve their investment and retirement decisions
In August 2014, Jonathan married his wife Rebecca (Becky) Bednar, who is a commercial banker with Pinnacle Bank. In March of 2017 they welcomed their first child, Catherine (Cate) Elizabeth Bednar, into their family. Cate is referred to the Paradigm Princess around the office.
Financial Planning for Individuals
Financial Planning is an ongoing process that intends to help you make sensible decisions about your money. This allows you more time to focus on your personal goals. Now is the time to take steps that will allow you to Create the Life You Love". No matter what stage of life you are in, financial independence starts with building a plan. By reinventing your financial future, you will be empowered to live the way you want, and it will give you the confidence to enjoy life. Our approach to financial planning is designed to help you pursue a level of financial confidence that will allow you to rest easy knowing you have a roadmap to pursue your goals and dreams. Our wealth advisors take a proactive approach to value- based financial planning, with the ultimate goal of helping you Create the Life You Love". We begin by learning what is most important to you and then develop strategies aligned with your personal goals and objectives. If you want to learn more about financial planning, interested in building a plan, or a current investor looking to get help in managing your accounts; Paradigm Wealth Partners offers strategies for all your financial planning needs.
We design investment portfolios tailored to our client's individual goals and objectives. Active or Passive, Stocks or Bonds. When constructing a portfolio, we want to analyze it from all aspects, developing options that are best for you. We are intentional, disciplined, and incorporate rules-based methodology into our investment portfolio design.
When you retire or change jobs, it is important to consider your 401(k) options and how they will play a role in your retirement plan. The advisors at Paradigm Wealth Partners can help guide you in your decision. 5 Strategies PDF Download Download this helpful information sheet. Just as oak trees start out as small acorns; your successful retirement starts with an initial plan. There are many retirement asset accumulation vehicles to use. These include 401(k)s, IRAs, Roth IRAs, and others. The advisors at Paradigm Wealth Partners can help you determine which option is best so that you can strive to maximize your retirement strategy and grow your retirement assets. We also serve businesses by establishing corporate retirement plans like SIMPLE IRAs, SEP IRAs, 401(k) plans and other defined contribution programs. Many retirees and pre-retirees fear of running out of money. By sitting down with one of our advisors at Paradigm Wealth Partners, you can build a roadmap to guide you through retirement. We will help you analyze your pension options, different social security claiming strategies, and withdrawal options on your retirement accounts and 401(k)s. We want to help you build the confidence to approach retirement. Investors should carefully consider investment options, fees, expenses, services available, penalty-free withdrawal ability, protection from creditors, legal liability, required minimum distributions, and consequences with employer stock.
|Lake City||Lenoir City|
|Oak Ridge||Oliver Springs|
|Mon.||8:30 AM - 4:30 PM|
|Tue.||8:30 AM - 4:30 PM|
|Wed.||8:30 AM - 4:30 PM|
|Thu.||8:30 AM - 4:30 PM|
|Fri.||8:30 AM - 4:30 PM|