PSI Capital Management | Paradigm Shift Investing

WE'RE BETTER TOGETHER

When smart people come together, great things happen! We are here to walk with you step by step along life’s journey.

WHAT ARE YOUR HOPES & DREAMS

We're here to help you achieve them!

FREEDOM & INDEPENDENCE

Breathe in the fresh air... ahhh! When you have the knowledge and freedom to act and think differently, abundance, prosperity and financial peace of mind are achievable.

Break Free Today

INTEGRITY & TRUST

are the foundation of great and long lasting relationships, along with confidence, freedom and clarity. Don’t settle for less!

We're Committed to you First

AHA MOMENTS HAPPEN HERE

We believe smart, informed people make better decisions.

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LIFE IS A GRAND ADVENTURE

When generous people come together, great things happen! Sharing our time, energy and resources in the community is very important.

Check Out Our Community Corner

WHO WE SERVE

We work with individual and families, as well as businesses and nonprofits.

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WHY US

We are an independent Registered Investment Advisor (RIA) firm, which gives our clients the freedom, knowledge and tools they need to go beyond what they think or dream possible.

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WHO WE ARE &

WHAT WE DO

We are a team of committed professionals dedicated to helping our clients experience abundance, prosperity and financial peace of mind.

We provide tailored financial advice and customized investment management services for our clients.

Plan Well. Invest Wisely.

We offer a tailored and unique approach for

Individuals & Families

We offer our client a tailored and unique approach for individual and families.

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Businesses

We offer our clients a tailored and unique approach for businesses and for qualified plan sponsors.

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Non-Profits

We offer tailored financial advice and investment management services to endowments, charitable foundations, non-profit organizations, families, and churches.

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Curated articles, videos, and more, for a financially savvier you.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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Saving for College 101

Here’s a crash course on saving for college.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Have a question? We're ready to help.

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