My practice is exclusively focused on financial planning, specifically retirement income planning and asset protection. My approach in working with my clients is more like a retirement coach than a traditional financial advisor. We believe it is extremely important to first create a financial plan and as a coach we need to adjust our approach to whether we are in the first half (accumulation) or second half of retirement (distribution).

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Investment advisory services offered only through AE Wealth Management, LLC (AEWM). AEWM and Paladin Retirement Advisors are not affiliated companies.