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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
It's important to understand the pros and cons when considering a prepaid debit card.
It's important to understand how inflation is reported and how it can affect investments.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
For women, retirement strategy is a long race. It’s helpful to know the route.