Services
Our services are designed for people who are willing to learn, grow, and take action. We expect that you will be straight forward regarding your personal and professional goals and current financial situation. Financial planning is a "team sport." We welcome and encourage participation; we can't do it without you. Paladin Partners offers the following services on a fee-only basis:
Financial Plans
Comprehensive Financial Plan - discuss financial statement preparation and analysis including cash flow analysis/planning and budgeting, investment planning including portfolio design i.e. asset allocation and portfolio management, income tax planning, education planning, risk management, retirement planning, and estate planning.
Focused Financial Plan - discuss one or more of the following: financial statement preparation and analysis including cash flow analysis/planning and budgeting, investment planning including portfolio design i.e. asset allocation and portfolio management, income tax planning, education planning, risk management, retirement planning, and estate planning or focus on a specific request such as a retirement forecast, investment allocation, or job transition/benefit analysis.
Consulting Services
Consulting services consist of ongoing monitoring and advice for a specific area of your financial picture. Examples include cash flow/planning and budgeting, succession planning, investment planning, income tax planning, education planning, risk management, retirement planning, and estate planning.
Investment Services
Investment Advice - includes analysis of current investment, levels of investment risk, type of return on investment, time value of money, income tax considerations, and characteristics of securities.
Performance Reviews and Reports - includes evaluating historical performance of client's portfolio and periodically providing performance monitoring reports.
Investment Manager Evaluation and Selection - includes recommending and reviewing separate account managers.