Investing in What Matters to You
Turning Your Lifetime of Savings Into a Strategic Plan for Generating Retirement Income
At Paladin Retirement Advisors, we believe retirement can be a vibrant new chapter—a chance to pursue your passions and create lasting memories. Our goal is to place your best interests at the forefront of every decision.
How We Help: S.H.I.E.L.D.
We simplify complex financial planning, guiding you through the transition from work to retirement. The Paladin approach considers the following six areas (S.H.I.E.L.D.) to help serve our clients:
Safety of Principal
Assessing your risk tolerance and applying the appropriate mix of assets for your financial foundation
S
Health and Long-Term Care Risk Management
Working to help insulate your assets from health-related risks
H
Income Planning
Developing a strategy to help provide reliable income to support your retirement lifestyle
I
Establish Investment Plan
Long-term investment management to help you pursue growth while managing risk in changing market conditions
E
Legacy Planning
Preparing for what’s next, preserving your legacy
L
Decreasing Client Taxes When Possible
Implementing tax-efficient strategies to help you retain more of your wealth throughout retirement
D
Why Us?
Discover the Paladin Difference
Straight Talk, Appropriate Strategies
Cutting through the jargon to provide clear, actionable advice
Lasting Relationships
Building strong connections with our clients, through personalized guidance and support
Comprehensive Approach
Employing holistic strategies to financial planning, helping you navigate a smooth transition from work to retirement
Who We Serve
Paladin Retirement Advisors serves individuals and families at various life stages and income levels.
We believe a financial plan is the cornerstone of your retirement journey, whether you’re just starting, nearing retirement, or already enjoying your golden years.
Our Founder
Meet Jeff Beyer, CEO
Jeff’s journey into investing began at a young age when his dad gifted him his first two shares of Borden stock at the age of 14. On a daily basis, Jeff was the first to open up the newspaper, scanning the finance section for daily price movements of Borden and other stock quotes. Perhaps a dairy company wasn’t the most exciting company to track as a young investor, but it sparked in him something that would eventually turn into a lifelong calling in finance.
With early career experience in corporate banking since 1999, Jeff later turned to opening a retirement planning practice in 2009 in a historic building in Newtown, Pennsylvania, to help serve individuals and families. With early career experience in corporate banking since 1999, Jeff later became registered with his Series 65 license as well as passing his life and health insurance exam and he turned to opening a retirement planning practice in 2009 in a historic building in Newtown, Pennsylvania, to help serve individuals and families.
With early career experience in corporate banking since 1999, Jeff later turned to opening a retirement planning practice in 2009 in a historic building in Newtown, Pennsylvania, to help serve individuals and families. With early career experience in corporate banking since 1999, Jeff later became registered with his Series 65 license as well as passing his life and health insurance exam and he turned to opening a retirement planning practice in 2009 in a historic building in Newtown, Pennsylvania, to help serve individuals and families.
Guided by Paladin’s S.H.I.E.L.D. approach, Jeff is passionate about helping people close to or in retirement optimize their income and cash flow to help minimize the chances of running out of money during their lifetime.
Discovery Session
A get-to-know-each-other first visit (45 minutes to an hour) to discuss your current situation, clarify your retirement vision, and decide if we might be a good potential fit for each other
Evaluation Session
A preliminary and collaborative discussion to confirm your current financial situation, including assets, income sources, fees, risk tolerance, and goals
Implementation Session
The finalization and discussion of how to implement your plan by tying together the aspects of retirement you are looking to solidify (S.H.I.E.L.D.)
Ready to Start?
Schedule Your Discovery Session
Ready to Make the Leap?
Contact Us Today
Schedule a complimentary consultation to discover how the Paladin S.H.I.E.L.D. approach can help preserve what matters most to you.
Disclosure
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of JSBJ Enterprises, Inc. dba Paladin Retirement Advisors and our editorial staff.
The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by JSBJ Enterprises, Inc. dba Paladin Retirement Advisors an Investment Advisor in the State of Pennsylvania. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Jeffrey Beyer, Sole Proprietor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.
The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by JSBJ Enterprises, Inc. dba Paladin Retirement Advisors an Investment Advisor in the State of Pennsylvania. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Jeffrey Beyer, Sole Proprietor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.