Paladin Partners, LLC, the brain child of Managing Partner, Bill Baxter, was founded in 2003. Bill’s vision was to provide financial advice to clients; unbiased and uncensored by a Broker/Dealer or outside force, biased towards the client and the client’s goals. After a brief return to the B/D world, where Bill produced plans for Brokers under that B/D, Paladin was reestablished in July 2009. Upon reestablishment, Megan McCulloch joined on as Partner after working for and as a Broker.The structure of Paladin Partners is such that clients are the only channel through which revenue is received (i.e. an independent, fee-only financial planning firm).Our goal is to aid entrepreneurs, executives, and professionals in:1. Bringing clarity to goals2. Creating a written, actionable plan for achievement of those goals3. Providing implementation assistance4. Monitoring and reviewing the progress periodicallyDuring steps 3 and 4 we work closely with clients and their advisors to turn the tasks into action. If they do not have an advisor in a particular field, we help match them with the appropriate advisor.Our opinion is that people work hard to accomplish their goals. Our role is to help them reach those goals through the expertise we have acquired, which comes through constant researching, training, and interviewing. We spend our time learning because clients don’t have the time, resources, or desire to do so.Specialties: Comprehensive Financial StrategiesRisk ManagementTax PlanningRetirement PlanningEstate PlanningBusiness Success PlanningInvestment Review and AdviceDebt StrategiesCash ManagementProduct Review and SelectionProfessional Advisor Selection