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4230 State Route 306
Suite 100
Willoughby, OH 44094

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Bradley G. Brown, MBA

(440) 510-8122

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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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The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Estate Planning: Grow & Preserve Your Wealth

Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Get a snapshot of your overall financial picture by calculating your total net worth.

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Estimate how much home may fit within your budget based on income and expenses.

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A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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