Protect Your Future with Strategy

We offer two complimentary discovery and evaluation sessions before discussing any fees. During these sessions, you'll receive detailed analysis reports at no charge. If you decide to work with us, we'll discuss our fee structure transparently during the implementation session. Our compensation is based on assets under management, ensuring our success is directly tied to yours. We're fiduciaries, meaning we're legally obligated to put your interests first.

We provide comprehensive retirement planning using our proprietary Paladin Retirement Blueprint (FORM methodology) and 15% Solution™—frameworks you won't find anywhere else. Unlike advisors who focus solely on investments, we coordinate every aspect of retirement: income planning, Social Security optimization, tax strategies, Medicare enrollment, long-term care protection, and estate coordination. We're a family-based practice where you work directly with Jeff and Beth Beyer, not junior advisors or administrative staff.

Both options are available. We love meeting clients face-to-face at our historic Newtown office at 532 Durham Rd, but we also offer secure video conferencing for clients who prefer virtual meetings or live outside the immediate Bucks County area. We successfully serve clients nationwide and throughout Pennsylvania, New Jersey, Delaware, North Carolina, and South Carolina using both in-person and virtual meeting formats.

We require a minimum of $20,000 in investable assets to begin a client relationship. This allows us to provide the comprehensive planning and ongoing service our clients deserve while maintaining the personal attention that sets us apart from larger firms.

Our 3-session journey typically unfolds over 3 weeks, depending on your schedule. Session 1 (Discovery) takes 45-60 minutes. We then spend 8-12 hours analyzing your situation before Session 2 (Evaluation), which takes APPROX 90 minutes. Session 3 (Implementation) takes 90 minutes and occurs after you've had time to review everything and decide if you want to work with us. There's no rush—you control the timeline.

Absolutely. Social Security optimization is one of our core services. We analyze all available claiming strategies considering your marital status, health, other income sources, and long-term goals. We've helped clients discover strategies that increase lifetime benefits by $50,000-$100,000+ through proper timing and coordination. This analysis is included in your complimentary evaluation session.

Both! We serve pre-retirees typically 5-10 years from retirement who need comprehensive planning to ensure they're ready, as well as those already retired who need ongoing income management, tax planning, Medicare guidance, and portfolio oversight. Whether you're 55 and planning ahead or 75 and already enjoying retirement, we can help.

Many of our clients previously worked with other advisors but weren't receiving the comprehensive, coordinated planning they needed. We welcome the opportunity to provide a second opinion during our complimentary evaluation session. You'll receive detailed analysis showing how our approach differs, and you can make an informed decision about whether switching makes sense for your situation.