Check the background of this financial professional on FINRA's BrokerCheck.
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
  • Down the Donut Hole: The Medicare Coverage Gap
    One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the
  • On the Road to Retirement, Beware of These Five Risks
    On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges
  • Life Insurance with a Refund
    Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection
  • When should I submit college financial aid forms?
    For the 2019-2020 school year, the federal government's financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information
  • What's so great about a college net price calculator?
    If you're saving for a child's college education, at some point you'll want to familiarize yourself with a college net price calculator, which is an
    
PreviousNext
Tell A Friend Tell A Friend
 
 
 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.