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.


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.


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.


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.

jeff quick

Jeff Quick
Investment Advisor Representative

As an Investment Advisor Representative with Paladin Financial, Jeff Quick works with clients to help them develop comprehensive strategies to help protect their assets, plan for retirement, and achieve their overall financial goals. Jeff began working in the banking and financial industry in 2005 and has gained a broad base of experience that includes serving as President of a tax preparation and marketing firm as well as working for an insurance wholesaler. This range of experience allows Jeff to bring a unique perspective to his clients. Jeff resides in St. Paul with his wife and four kids. He enjoys spending time with his family and friends, and coaching youth sports.

Nikki Foley

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.

Jaime Malm
Investment Advisor Representative

As an Investment Advisor Representative with Paladin Financial, Jaime Malm serves clients by providing investment advice and comprehensive financial planning. Jaime began her financial services career over 20 years ago and over that timeframe has helped create financial plans for thousands of clients through her partnership with independent financial professionals. In addition to her role as an Investment Advisor Representative with Paladin Financial, Jaime is the owner and founder of Iron Horse Financial Services, an insurance agency. Jaime holds her series 65 registration and also previously held the Series 6 and 63 and the Chartered Federal Benefits Consultant (ChFEBC) designation.

Trevor Neufeld
Investment Advisor Representative

As an Investment Advisor Representative with Paladin Financial, Trevor is responsible for assisting in the development, implementation and maintenance of our clients’ financial plans. Trevor enjoys enhancing our clients’ experience by adding value through his communication and organizational skills.

Having grown up with a father who owned his own financial services practice, Trevor understands what it takes to service clients well and help them achieve a secure and successful retirement.

Trevor is registered as an investment advisor representative, is insurance licensed and holds his Series 7 and 63 securities registrations. Trevor graduated from the University of Northwestern.

In his free time, Trevor enjoys exploring the outdoors, whether it’s through traveling, hiking or hunting!

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.

Brett Martin
Client Services Specialist

As a Client Service Specialist with Paladin Financial, Brett provides seamless service by ensuring swift execution of client case management and our new client onboarding process. Brett enjoys enhancing our marketing through our website, social media, weekly podcast, and other opportunities to assist clients through technology.

Having worked in multiple client service positions in both a credit union and real estate appraising, Brett has gained extensive experience and skills to best provide solutions to our clients. Brett graduated from the University of Northwestern with a Major in Finance and Minor in Media Production.

In his free time, Brett enjoys a variety of hobbies and activities ranging from coffee tasting, traveling, snowboarding, to exploring the Twin Cities.

Ali Rotter
Accounting and Operations Specialist

Ali assists the Paladin Financial team by ensuring that our books and records are accurate. She is a graduate of University of St. Thomas where she majored in business administration with a concentration in human resource management. She enjoys spending time with family and camping in her spare time.

Gradient Gives Back

Community Outreach

Gradient 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!


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

Visit to learn more!

Strategic Alliances

Michael Binger, CFA®
Senior Portfolio Manager
Gradient Investments, LLC
Mariann Montagne, CFA®
Senior Investment Analyst
Gradient Investments, LLC

Upcoming Seminars

There are no upcoming events at this time.
Please check back again soon.

Sign Up for a Seminar

{{ activeRadioShow.show_title }}

{{ activeRadioShow.show_time }}

itunes google spotify
  Listen to {{ activeRadioShow.first_name }} {{ activeRadioShow.last_name }} on this week's show.
  Listen to {{ activeRadioShow.first_name }} {{ activeRadioShow.last_name }} on this week's show.
{{ activeRadioShow.title }}

{{ activeRadioShow.description }}

No shows at this time.

  Listen to this week's radio show
{{ activeRadioShow.title }}

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.

No shows at this time.

As Heard On

Proud Sponsor of MPR


Dream-Do Women’s Webinar

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

Toll Free: 877.219.3199
Office: 651.842.8406