Question 1

How much does it cost to work with Paladin Retirement Advisors?

Accepted Answer

Paladin offers two complimentary discovery and evaluation sessions before discussing fees. If you decide to work with the firm, the fee structure is discussed transparently during the implementation session. Compensation is based on assets under management.

Question 2

What makes Paladin different from other financial advisors?

Accepted Answer

Paladin provides comprehensive retirement planning using its proprietary Paladin Retirement Blueprint, FORM methodology, and 15% Solution. The firm coordinates retirement income planning, Social Security optimization, tax strategies, Medicare planning, long-term care protection, and estate planning coordination through a family-based practice.

Question 3

Do I need to come to your Newtown office, or can we meet virtually?

Accepted Answer

Both options are available. Clients can meet in person at Paladin's Newtown office at 532 Durham Rd, Suite 101, Newtown, Pennsylvania, or use secure video conferencing for virtual meetings.

Question 4

How long does the planning process take?

Accepted Answer

Paladin's three-session planning journey typically unfolds over about three weeks, depending on the client's schedule.

Question 5

Can you help with Social Security claiming decisions?

Accepted Answer

Yes. Social Security optimization is one of Paladin's core services. The firm analyzes claiming strategies based on factors such as marital status, health, other income sources, and long-term goals.

Question 6

Do you work with people who are already retired, or only those planning to retire?

Accepted Answer

Paladin works with both pre-retirees and people who are already retired, providing planning for retirement readiness as well as ongoing income management, tax planning, Medicare guidance, and portfolio oversight.

Question 7

What happens if I already have a financial advisor?

Accepted Answer

Paladin offers prospective clients the opportunity to receive a second opinion through its complimentary evaluation process so they can compare approaches and decide whether a change makes sense for their situation.

Disclosures

DISCLOSURE STATEMENT