Protect What You’ve Built.
Prepare for What’s Next.
We assist individuals, families and business owners in protecting their wealth, preparing for retirement and creating financial strategies designed to last for generations.
PEACE OF MIND TODAY. SECURITY TOMORROW. LEGACY FOREVER.
Financial Strategies Built Around Your Life.
Business Owners
Protect the business you’ve built while preparing for succession, retirement and the people who depend on you.
Professionals & Executives
Turn today’s income into long-term financial security with coordinated protection and retirement strategies.
Individuals & Families
Protect your income, your family and your future with strategies built around what matters most to you.
Pre-Retirees & Retirees
Turn accumulated assets into a retirement strategy designed around income, protection and legacy.
HOW WE DO IT
Turn Career Success Into Long-Term Financial Independence.
A strong income creates opportunities—but income alone doesn’t create financial independence. PMM Capital Group empowers professionals and executives to coordinate the decisions surrounding income, retirement, protection, taxes and long-term wealth.
01
Retirement & Wealth Accumulation
Evaluate whether today’s savings and retirement strategies are aligned with the future you’re working toward.
02
Employer Benefit Coordination
Consider workplace retirement plans, insurance benefits and other employer-sponsored resources as part of your broader financial picture.
03
Tax-Advantaged Strategies
Explore appropriate strategies designed to improve tax efficiency while accumulating assets and preparing for future income needs.
04
Income & Family Protection
Protect the lifestyle and financial obligations that depend on your earning power.
05
Supplemental Retirement Strategies
Evaluate opportunities beyond traditional employer-sponsored retirement plans when additional accumulation or future income may be needed.
06
Financial Independence Planning
Develop a clearer picture of what it may take for work to eventually become optional.
THE PMM DIFFERENCE
Your Financial Life Is Connected.
Your Strategy Should Be Too.
Retirement decisions affect taxes. Business decisions affect personal wealth. Insurance decisions affect families, businesses and estates. PMM Capital Group takes a coordinated approach—looking beyond an individual product or transaction to understand how the pieces of your financial life work together.
Protect
Identify the people, assets and income that need protection.
Grow
Evaluate strategies designed to help accumulate and preserve wealth.
Transfer
Plan intentionally for how wealth and businesses eventually pass to the next generation.
OUR APPROACH
It Starts With a Conversation.
01
UNDERSTAND
Start with our Color of Money Risk Analysis to see where you stand today.
02
EVALUATE
What gaps, risks and opportunities should be addressed?
03
STRATEGIZE
Which strategies and solutions best align with your objectives?
04
IMPLEMENT
Put the agreed-upon strategy into action.
05
REVIEW
Adjust as your life, business and financial priorities change.
LEADERSHIP
Experience Beyond Financial Services.
Julia Chears-Young, Ph.D.
Chief Executive Officer
Dr. Chears-Young brings a background in financial services, education and psychology, holding a Ph.D. in Educational Psychology from the University of Minnesota.
Jay Young, MBA
Chief Operating Officer
Jay holds an MBA in Entrepreneurship and brings more than fifteen years of experience across engineering, technology, financial services and healthcare.
CLIENT EXPERIENCES
What Our Clients Say.
“Very professional, helpful, and super friendly.
”
Shantae H.
“I love working with Paradigm masters because of the consistent knowledge as well as the professional help. Paradigm has shown great concern for all clients and always has persistent help when client needs are presented. This is great organization with great understanding of people’s financial needs with great people working for a great cause.”
Christopher R.
“Great team of partners!”
Luanna W.
Your Next Financial Decision Deserves a Strategy.
Whether you’re preparing for retirement, protecting your family, growing a business or thinking about the legacy you’ll leave behind, the first step is a conversation.