How We Help
Your Path to Retirement Starts With Paladin
At Paladin Retirement Advisors, we believe retirement planning should be strategic, personalized, and based on trust. That’s why we focus on the relevant aspects of retirement planning that depend upon your needs. Before we begin implementing your plan, we help guide you through three complimentary strategy sessions to help you feel confident in your decisions.
What are the key aspects of retirement planning that may apply to your situation?
The Paladin approach utilizes a comprehensive framework that relies on six essential pillars to manage your retirement savings:
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
Before implementing your plan, we guide you through three essential strategy sessions designed to help build confidence and provide clarity about your retirement:
1st session
Discovery Session
In this session, we take the time to understand your current situation, goals, and vision for retirement. We’ll have an in-depth conversation to uncover potential opportunities in your existing plan while clarifying your priorities. By the end of this session, you’ll have a clearer understanding of your retirement goals and the steps needed to work towards meeting them.
2nd session
Evaluation Session
Here, we conduct a thorough review of your financial
landscape, including assets, income sources, investments, fees, and risk tolerance. We'll identify strengths and areas for improvement, and introduce recommendations tailored specifically to your needs. By the end of the session, you'll understand where you stand financially and how our approach may fit with your goals.
3rd session
Implementation Session
The final step is to determine if we're moving forward in our partnership. This session focuses on the most relevant pillars for your retirement needs, whether that's optimizing income, possibly minimizing taxes, planning for long-term care, or evaluating investment options. We align these areas with your specific priorities to help create a clear and actionable plan for transitioning into retirement with confidence.
Why Choose Paladin Retirement Advisors?
At Paladin Retirement Advisors, we understand that trust is earned through transparency and consistency. We’re dedicated to providing straightforward guidance, without confusing jargon or hidden fees, so you feel empowered to make informed decisions about your future.
Our holistic approach integrates key elements of retirement planning into a cohesive strategy, always prioritizing your best interests. As fiduciaries, we offer clear, objective advice that aligns your retirement plan with what matters most to you.
Our holistic approach integrates key elements of retirement planning into a cohesive strategy, always prioritizing your best interests. As fiduciaries, we offer clear, objective advice that aligns your retirement plan with what matters most to you.
Ready to Take the First Step?
We think your journey toward a confident retirement begins here.
Contact us to schedule a complimentary consultation and discover how Paladin Retirement Advisors can help safeguard what matters most to you.
Schedule Your Discovery SessionDisclosure
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.