Broker Check

4230 State Route 306
Suite 100
Willoughby, OH 44094

Bradley G. Brown, MBA

(440) 510-8122

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to our new firm, but it is a firm with experience, huge resources, and supporting institutions that are leading service providers to our clients. By being independent, we choose who are our service providers, who our money managers are, even what phone company we use. If they don't serve our clients well, we can change them. We are not stuck with one huge bureaucratic financial supermarket ("too big to fail" bank) who wants to sell/tie you to everything in your financial life. And by having many service providers to use, and choose from, we gain added checks and balance to protect your interests.

Royal Paladin Group, LLC is an independently owned financial consulting firm with more than 20 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Whether you are just starting to save for your future, or are a seasoned investor, Royal Paladin Group, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.

Helpful Content

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

What Is a Roth 401(k)?

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Travel, Without the Baggage

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Thinking of Retiring Abroad?

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Insuring Your Business Against Cyber Liability

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Revising Estate Strategy Assumptions

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Use this calculator to estimate your capital gains tax.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprises

Making the most of surprises is a great reason to work with us.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Saving for College 101

Here’s a crash course on saving for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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