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4230 State Route 306
Suite 100
Willoughby, OH 44094

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Bradley G. Brown, MBA

(440) 510-8122

 
Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

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

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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Saving for College 101

Here’s a crash course on saving for college.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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