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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Retirees traveling abroad need to know that their health insurance travels with them.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All about how missing the best market days (or the worst!) might affect your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.