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*We do not offer every plan available in your area. Currently, we represent 8 organizations that offer 600 products in your area. Please contact Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.

*If you're registering for an educational Medicare event by registering you understand that a Licensed Agent may contact me regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.

 

 

About Your Presenters: 

 

Jeff Foley, CFP®

Jeff 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 21 years of experience in the financial services industry, he 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

Nikki Foley is co-owner of Paladin Financial and has over 20 years of experience in the financial services industry. She serves as a natural resource for clients and team members and focuses on providing support related to Medicare products and services. She is passionate about educating and empowering individuals to understand the intersection of health and retirement within their wealth management objectives. Nikki is insurance licensed in the states of Minnesota, Wisconsin, and Kansas and holds the Series 65, 6 and 63 registrations. She has also received her commission as a notary public.

 

 

 

 

Jeff Quick

Jeff is an Investment Advisor Representative with Paladin Financial, 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.

 

 

 

 

Matt Bryant

Matt Bryant partners to provide investment advice and comprehensive financial planning for clients of Paladin Financial, and he specializes in federal benefits and their complexity to offer support and clarity to federal employees. Matt began his financial services career in 2011 with a Minneapolis-based money manager, where he trained investment advisors across the United States and helped them to navigate the financial planning and investment landscape. Matt holds his Series 65, 6, and 63 registration and is a licensed insurance agent; he has also formally trained in the FERS and CSRS benefits packages.

 

For more information, please call 877-219-3199

Advisory services are offered through PALADIN WEALTH, LLC DBA PALADIN FINANCIAL, an SEC Investment Advisor. Insurance products and services are offered through PALADIN INSURANCE, LLC, an affiliated company.

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