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Senior Financial Services :: the Paladin Registry

Financial & Estate, Senior Advisors, SENIOR SERVICES | admin |

The Paladin Registry of Financial Advisors

Too many seniors suffer tragic financial losses from so called financial advisors that are unlicensed or unprepared to discuss sophisticated financial planning techniques and tools. In promotional and marketing materials everyone claims high levels of expertise but unfortunate the actual experience of seniors throughout the country demonstrates this is not the case.

Plan Retirement recommends the services of the Palatin Registry (www.PaladinRegistry.com) to thoroughly pre-screen advisors, rate their qualifications, and document their credentials, ethics, and business practices.

This critical information will ensure every senior can successfully find a high quality financial professional.

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ABOUT the PALADIN REGISTRY

Paladin provides information about planners and advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying the accuracy of information that investors use when they select financial professionals.

Free Services

All Paladin Registry services are free to investors. We have nothing to sell you.

Who’s Watching Your Money?

Paladin’s founder was employed in the financial services industry from 1976 to 2004. He is the author of the highly regarded book, “Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor“, which was published by John Wiley & Sons in 2003.

Our Independence

Paladin is not an investment or insurance company. Paladin is not licensed to sell any financial services or products. Paladin is not a financial industry association. No financial advisor is employed by, licensed by, or affiliated with Paladin. No financial advisor or firm has an ownership stake in Paladin.

How We Protect Your Privacy

Your privacy is very important to us. We have a strict Privacy Policy that protects any information that you provide us. Our online Policy has been reviewed and certified by Truste. We only ask for information that we need to provide the services that you request. We never sell your data to third parties.

You Control Search Results

Whether you use Self Search or Custom Search, you determine the number of advisors that contact you. No other advisors will contact you because they do not have access to the information that you submitted to us.

You Control Advisor Contact

Just like quantity of advisors, you control the method of contact and the type of information that is submitted to you by advisors. For example, you may want an advisor to call you for an appointment or you want an advisor to email you additional information about his or her credentials and services. It is up to you.

Our Specialized Expertise

Paladin professionals specialize in the relationships between investors and advisors. How do investors select financial advisors? How do ethical advisors market their services to investors? How do unethical advisor use deceptive sales tactics to sell bad products and scams? Our specialized expertise helps you select higher quality advisors and reduces your risk of choosing a lower quality advisor.