{"id":1666,"date":"2021-09-08T19:09:05","date_gmt":"2021-09-08T19:09:05","guid":{"rendered":"http:\/\/gpswp.com\/financialpaladin-2\/?page_id=1666"},"modified":"2024-07-31T20:12:58","modified_gmt":"2024-07-31T20:12:58","slug":"our-approach","status":"publish","type":"page","link":"https:\/\/gpswp.com\/paladinfinancial\/about-us\/our-approach\/","title":{"rendered":"Our Approach"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\tStep One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\tStep 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)\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\tStep 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)\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\tStep 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)\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\tStep 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\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t 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\u2019t have to carry it alone.<\/p> 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 \u2013 fiduciary, transparency and technology.<\/p> 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.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st<\/sup> Appointment)<\/em><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t 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)<\/em><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t 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)<\/em><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t 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)<\/em><\/p> 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t 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<\/p> 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.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\tPALADIN FINANCIAL
\n5-STEP RETIREMENT PLANNING SYSTEM<\/small>
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