Broker Check

You're in Good Hands

At Paladin Wealth Management, we know that you want to be financially confident in retirement. In order to do that, you need to have clear direction and guidance to get you to and thru retirement. The problem is, you don’t know who to turn to who will address your unique situation and keep your best interests at heart. You are left feeling anxious and unsure. We believe everyone should be comfortable once you retire. We understand how stressful and overwhelming it can be to find strategies and make financial decisions on your own. This is why we have been walking side by side with our clients for over 25 years ensuring they have a plan in place to pursue their dreams. Here is our 3 step process:

  • Discuss goals and dreams for the future
  • Decide on a collaborative relationship and detail your next steps
  • Put your plan in place and regularly review to make sure you stay on track

So, call or schedule an appointment with us today. Start on your journey to financial confidence and look forward to the retirement you have always dreamed about.

Call or email to get started today!

                                                                                                                                                     

Meet Kevin A. Rogers, MBA

Meet Kevin A. Rogers, MBA

I am the owner of Paladin Wealth Management, LLC, I have been in the financial industry over 25 years helping clients work towards their financial goals. Having LPL Financial as my broker/dealer, allows me to choose the most appropriate investment options without the pressure of anyone telling me I have to make a certain quota on any investment.

Learn more
The Choices For your 401K at a  Former Employer

The Choices For your 401K at a  Former Employer


Learn more
Blog

Blog

Weekly stock market and economic update. 

Learn more
<br /><br />4 Critical Social Security Facts



4 Critical Social Security Facts

More than 67 million Americans (22% of the U.S. population) receive some form of Social Security. The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others.

Learn more
<br /><br />Women &#38; Investing&#160;



Women & Investing 

Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives.

Learn more
Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
Learn More
Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Learn More
What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.
Learn More
Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn More

Let's Talk

Thank you! Oops!