Our Approach

Paladin Financial 5-Step Retirement Planning System

LET'S GET STARTED

Step 1: Selecting A Financial Service Professional

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)

Step 2: Fact & Feeling Finding

Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)

Step 3: Retirement Strategy

Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)

Step 4: Solutions & Executing

Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)

Step 5: Ongoing Relationships

Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather

PALADIN FINANCIAL
5-STEP RETIREMENT PLANNING SYSTEM

From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone.

New Generation Retirement Planning is a holistic approach to retirement planning. It consists of a five-step retirement planning process that incorporates three hallmarks of our company – fiduciary, transparency and technology.

Together, we will traverse the five important steps in the New Generation Retirement Planning System. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)

Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)

Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)

Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)

We use the latest forward-thinking technology using pre-populated forms with e-signature capability making account forms and paperwork easy as can be. We can accommodate you if you want to meet face to face or if you are on the go, we can work with you through the Zoom and the latest technology.

Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather

When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.

Paladin Financial

Along with a holistic, simple 5 step approach to retirement planning, Paladin Financial ensures successful execution of your retirement plan through our three hallmarks system as well.

Three Hallmarks
of Our System

1) Fiduciary

Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship. Not all financial professionals have the fiduciary responsibility to their clients such as insurance agents and registered representatives.

2. Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. Our commitment to transparency is visible through a strong foundation of technology. Providing peace of mind that every detail of your retirement plan is being tracked and accessible for our clients from start to finish.

3. Technology

The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life. Generational Vault serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship

PALADIN FINANCIAL
THREE HALLMARKS OF OUR SYSTEM

Along with a holistic simple 5 step approach to retirement planning, Paladin Financial ensures successful execution of your retirement planning through our three hallmarks of this system.

Fiduciary

Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship. Not all financial professionals have the fiduciary responsibility to their clients such as insurance agents and registered representatives.

Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. Our commitment to transparency is visible through a strong foundation of technology. Providing peace of mind that every detail of your retirement plan is being tracked and accessible for our clients from start to finish.

Technology

The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life.

Generational Vault serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship

PROVIDING SOLUTIONS TO YOUR QUESTIONS

Big questions that can stand in the way of your retirement:

  • Will I have enough?
  • When can I retire?
  • Will it last?
  • Will my family be ok?
  • Can I do better?

How will you benefit from our time together?

  • You get a chance to talk and ask questions
  • You will be made aware of problems and options to solve them
  • You will learn some new ideas
  • You will have a positive experience
  • You will gain peace of mind
  • You will get to meet our team

Why work with a financial professional?

  1. Reduce Complexity
  2. Save Time
  3. Take Decisive Action
  4. Help in Making Better Decisions
  5. Increased Confidence
  6. Reduced Stress
  7. Offload Unpleasantness
  8. Shared Burden
  9. To Help Others
  10. Receive Encouragement

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