Paladin Legacy Advisory Group was created to serve. We have developed a team of highly educated individuals, consisting of multiple CERTIFIED FINANCIAL PLANNER™ practitioners, an enrolled agent with the IRS, and a knowledgeable staff that works hard to answer client questions.
We give back to our community with our time and money, as several team members serve on various non-profit boards and generous donations are collectively given back to our community. We live to serve and help others in all 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 indifferent 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.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
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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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