Confidence in your Paladin Plan is Worth Sharing

As a family-owned firm, our growth has always come from the trust of clients like you. When you share your experience, you help us continue building meaningful relationships and serving more families with confidence and care.

How it Works

Make a Qualified Referral

Refer someone you know for a complimentary retirement planning consultation.

Earn a Reward

Earn a $50 Gift Card
for each qualified referral.*

Keep it Going

Continue making referrals to earn ongoing rewards.

    Your Information



    Your Referral’s Information

    *Referral Program Rules

    • This program is open to all current clients of Paladin Financial.
    • Referrals must not be current clients of Paladin Financial.
    • Referrals must have at least $50,000 of investable assets.
    • Referrals must attend a first and second retirement planning consultation for referrer to receive a gift card.
    • Clients may be compensated for a maximum of 10 referrals per year.
    • This program may be modified and/or discontinued at any time.
    • Referrals will be connected with a licensed advisor at Paladin Financial.