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.