Disclosure
Current
Investment advisory services offered only through AE Wealth Management, LLC (AEWM). AEWM and Paladin Retirement Advisors are not affiliated companies. Any references to protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fix insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.As a Financial Advisor, I assist my clients by reviewing their portfolios and make specific recommendations based on their own risk tolerance and customize a plan to help them meet their financial goals. I get portfolios more on track with my clients' goals, whether they are income for life, safety, growth, tax advantages, liquidity or diversification. Many times portfolios have been collecting dust since they were first established and goals change on an almost daily basis. I keep the financial and investment planning process fluid and real time.As a financial advisor I provide my clients with what I believe is the best retirement planning advice. My goal is to help each of my clients, grow, preserve and protect their wealth. Specialties include: Retirement Income Planning, Life, Long-Term Care and Disability Insurance, Legacy Planning, CD alternative ideas, 401k and 403B rollovers, Pension Analysis, Social Security Planning, IRA rollovers.
