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Welcome to Paladin Family Wealth

COMPREHENSIVE FINANCIAL PLANNING

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of specialists. It’s the key to our success, and yours.

Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs.

We are dedicated to helping you:

• Identify your goals.

• Develop a financial plan based on sound advice and knowledge.

• Implement your plan with updates on a regular basis, if desired.

In addition, we can provide you with the products and services necessary to develop and implement your financial plan.

Throughout this process, we never lose sight of one essential element – personal service.

At Paladin Family Wealth, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for financial success.

Newsletters
  • Due Date Approaches for 2017 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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 Anthony M. Leonardi and Jeffrey R. Shearman are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Paladin Family Wealth is not an affiliate of Lincoln Financial Advisors Corp. 
CRN-1310843-092515


Unless otherwise identified, Registered Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.


We are registered to sell securities in the following states: 
CA, CT, DE, FL, GA, IL, MA, NC. NH, NJ, NY, OH, PA and RI

We are licensed to sell insurance in the following states:
CT, FL and NY.

 

"Paladin" -a determined advocate or defender of a noble cause

 


Check the background of this financial professional on FINRA's BrokerCheck.