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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

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

 

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Estate Planning as a Family Unit

In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Catch-Up Contributions

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

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Saving for Retirement

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Tax-Deferred Growth

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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