Join us and learn strategies to help Maximize Your Social Security and make the most of your retirement!
During our complimentary seminar, we will discuss:
At our Keys to Maximizing Your Social Security Benefits seminar, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.
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 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.
For more information, please call 877-219-3199
Paladin Wealth, LLC (a Minnesota Registered Investment Advisor) offers investment advisory services under the d.b.a. of Paladin Financial and Paladin Wealth. Insurance products and services offered through Paladin Insurance, LLC (d.b.a Paladin Insurance). Paladin Insurance, Paladin Wealth and their advisors do not render tax, legal, or accounting advice nor are they affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. 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.
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