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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
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    As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these
  • Tax Benefits of Homeownership After Tax Reform
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership
  • Building Confidence in Your Strategy for Retirement
    Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree
  • What is the federal funds rate?
    The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve (the Fed), usually overnight, in order to
  • Can the federal funds rate affect the economy?
    The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is setting the federal funds target rate.
    
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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

 


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