About
We are Paradox Financial Company
We help people secure their financial future and work toward turning their dreams into reality. We prioritize having our clients feel heard, respected, and cared about. In an ever-changing world, we continually strive to further our knowledge. We operate at the highest level of integrity and hold it as our guiding standard. Communication. Knowledge. Accuracy. Trust. These qualities drive everything we do.
Paradox
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A seemingly absurd or self-contradictory statement or proposition that when investigated or explained may prove to be well founded or true.
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Para is a prefix that means “beyond,” while dokein is a verb that means “to think.” A paradox is an idea that forces you to ponder beyond the normal, expected limits of your thinking.
We are financial strategists and retirement planning specialists. We are active members of the IUL Insiders Masters Program and the AXIOS Network: two teams of extremely sophisticated financial strategists who educate members on helping clients grow and protect their money, eliminate market loss, and avoid unnecessary taxes.
We specialize in designing properly structured, maximum-funded IUL policies in accordance with IRS codes 101(a), 72(e), 7702, and the TEFRA, DEFRA, and TAMRA citations.
Meet Lynn!
Financial Professional • Investment Advisor Representative • Certified IUL Specialist
Lynn helps individuals and business owners achieve their dreams by eliminating unnecessary taxes and achieving tax-free growth. She holds a Series 65 securities license and Life and Health insurance licenses in multiple states. Lynn has prior experience in leadership, taxes, computers, and writing. She is always excited to learn and loves leading a team and watching a plan come to fruition.
Meet Jojo!
Financial Professional • Investment Advisor Representative • Certified IUL Specialist
Jojo was introduced to the financial industry at an early age and became a co-founder of Paradox Financial Co at 25. She draws on prior experience in taxes and currently maintains multiple state licenses in life and health insurance. Most recently, driven by the desire to provide comprehensive financial solutions, Jojo expanded her expertise by acquiring a Series 65 license.
“The meaning of life is to find your gift. The purpose of life is to give it away.”
― Pablo Picasso