5-STEP RETIREMENT PLANNING SYSTEM

From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone.

New Generation Retirement Planning is a holistic approach to retirement planning. It consists of a five-step retirement planning process that incorporates three hallmarks of our company – fiduciary, transparency and technology.

Together, we will traverse the five important steps in the New Generation Retirement Planning System. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

1 Selecting a financial services professional

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning.

2 Fact and feeling finding

Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.

3 Retirement Planning

Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution.

4 Solutions and executing

Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.

5 Ongoing relationships

Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-adds, such as Generational Vault, RFID Data Blocker cards, ByAllAccounts and Wealth Watch.

When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.

Why choose paladin financial

With a focus on a new generation of retirees, our company uses the New Generation Retirement Planning System, which is based on three hallmarks of successful retirement planning: fiduciary, transparency and technology.

Fiduciary

Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.

Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. our commitment to transparency is visible through a strong foundation of technology.

Technology

The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life.

Generational Vault serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship.

Meet the team

Jeff Foley, CFP®

Founder and Investment Advisor Representative
Paladin Financial

Jeff Foley, CFP®, is the founder of Paladin Financial and serves as an investment advisor representative, providing a holistic approach to wealth management and offering income planning, asset maximization, legacy planning and tax strategies. Jeff assists his clients through a comprehensive five-step retirement planning process that incorporates the three hallmarks of Paladin Financial — fiduciary, transparency and technology.

With over 20 years of experience in the financial services industry, Jeff has his Masters of Science in Management from the American College (MSM) and is a Certified Financial Planner™ (CFP®), which is a testament to his ethics and professional responsibility to provide financial planning services as a “fiduciary” — acting in the best interest of his clients.


Nikki Foley
Owner

Nikki Foley is owner and founder of Paladin Financial and serves as Vice President of Operations, lending expertise related to client services, human resources, legal, and corporate communications.
 
With nearly 20 years of experience in the financial services industry, she serves as a natural resource for clients and team members and is a valued leader for Paladin Financial. Nikki is insurance licensed in the state of Minnesota. 
 
Nikki is a graduate of Washburn University in Kansas, and she holds a Master’s of Science in Management from Regis University in Colorado.


Client Service Specialists

By providing excellent communication and organizational skills, our Client Services Specialists at Paladin Financial help keep the office running smoothly and serve a variety of client needs. They deliver excellent service to our clients through their attention to detail and dedication. They also play a vital role in planning, implementing and coordinating our New Generation Retirement® seminar events.


Allison Rotter
Client Services Specialist

Ali attends the Opus College of Business at the University of St. Thomas where she is majoring in business administration with a concentration in human resource management. She enjoys spending time with family and camping in her spare time.


Rhonda Boudewyns
Client Services Specialist

Rhonda brings over 30 years of customer service, sales and marketing experience to the office. She enjoys spending time with her husband and two daughters traveling and enjoying the great outdoors.

Gradient Gives Back

Community OutreachGradient Gives Back Community Outreach Program invites Americans who have fallen on hard times and are struggling to recover from one of the most challenging economic environments in history, to apply now for an opportunity to be awarded.

One deserving family will be selected to receive six months of mortgage or lease payments!

FAMILY SELECTIONThe family will be selected in the last quarter annually. Applications must be submitted by November 1.

Visit to learn more!

Strategic Alliances

Wayne Schmidt, CFA®
Chief Investment Officer
Gradient Investments, LLC
Michael Binger, CFA®
Senior Portfolio Manager
Gradient Investments, LLC
Mariann Montagne, CFA®
Senior Investment Analyst
Gradient Investments, LLC

Upcoming Seminars

Federal Employee Retirement Benefits Seminar

Federal Employee Retirement Benefits Seminar

Sign Up for a Seminar


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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn’t have to be! Listen in to learn more about creating a reliable and long-term retirement and download your complimentary Retirement Income Toolkit.

Your Retirement Income Toolkit provides you with information to help make sound decisions and build a retirement on a solid foundation that will stand the test of time.

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Learning Library

Color of Money


Throughout your working years, you attempt to accumulate as many eggs as possible into your retirement nest. Unfortunately, many people focus their energy on how to accumulate a large nest egg, without giving thought to where their retirement assets should be invested.

Rule of 100


Balancing safety and risk in your portfolio is very important. Every investor is different, but a good place to start is to use the Rule of 100..

Wright Investment Strategy


Have you ever made the wrong investment decision? Investing for retirement can be a difficult process. One day you feel like you’re soaring, and the next, you feel like you’re losing altitude.

Social Security Maximization


As you approach the day you retire, the day you stop working and earning a paycheck, you approach the retirement cliff. Your retirement plans become your retirement reality. Have you given much thought to the many Social Security options you and your spouse have?

Financial Planning Pyramid


Designed to stand the test of time, no matter the conditions they’ve endured, the pyramids are considered images of strength and power. The same should be done with your financial plan, and for years, advisors have used the pyramid to help simplify complicated financial strategies.

Portfolio Analysis Review


Our clients receive a concise and clear view of their entire investment picture through our portfolio analysis review process.

Color of Money Risk Analysis


Social Security


New Generation


Where are you on the road to retirement?

Get Your Score

Contact Us

Contact Us

4105 Lexington Ave N
Suite 230
Arden Hills, MN 55126

877.219.3199

info@financialpaladin.com

Advisory services offered through Paladin Wealth, LLC (a Minnesota Registered Investment Advisor). Paladin Wealth, LLC offers advisory services under the d.b.a. Paladin Financial and Paladin Wealth. Insurance products and services offered through Paladin Insurance, LLC. Paladin Wealth, LLC and Paladin Insurance, LLC are affiliated companies. Jeff Foley, Paladin Wealth, LLC and Paladin Insurance, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. The content of the website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. GIB-561535-RIA 2017-04-14. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.