Paladin Legacy Advisory Group was created to serve. We have developed a team of qualified individuals and a knowledgeable staff that works hard to answer client questions.
We give back to our community with our time and money. We live to serve and help others in many walks of life.
We also give complimentary educational seminars that our clients can attend with friends and families to expand their financial knowledge. Topical experts in different fields offer their insights so attendees can learn in a friendly and fun environment.
We will proactively reach out and meet with our clients throughout the year to make sure they can make informed decisions to help them reach their goals.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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