Financial Services

FAQ's

What is the significance of PALADIN?
"Paladin" is a word that originates from medieval times. Literally defined as a "Champion of a Just Cause," we chose "Paladin" to reflect our mission to protect and enhance our clients' financial future.

Who is Paladin Financial Services?
Paladin Financial Services is an alliance of financial professionals specializing in tax minimization, asset protection, wealth-accumulation, wealth transfer and specialty retirement plans. Through our in-house professionals and outside relationships with financial institutions, accounting firms and legal firms, we provide high impact strategies to meet our clients' objectives.

I have a financial advisor. What do you do differently?
We educate, calculate and develop cost recovery strategies. Our focus is on the "how of money," not the "where you put it." Learning Velocity of Money and how money makes money increases the effectiveness of each client's savings.

Why can you accomplish things my current advisors are unable to?
We specialize in working with affluent individuals to help minimize their lost opportunities. Through efficient coordination of each client's finances, we demonstrate significant increases in net worth with no additional risk, and in many cases, with no additional out-of-pocket costs.

I already work with another firm. Why should I work with you?
Many firms in the financial services industry have one primary focus - gather assets. At Paladin Financial Services, our primary focus is building relationships. Our goal is to develop a long-term relationship with each of our clients that matures as they do. We provide many additional services from budgeting to business planning to each of our clients. Paladin Financial Services is not product driven and does not employ a cookie-cutter approach. Instead, each plan we develop is tailored specifically to that client and is focused on providing a solution, not a product.

How can I save more money?
Each client can save more money by cost recovery and lowering taxes, this decreases the transfer of money away from each client. Two income households are potentially worth millions of dollars. Average income in America is $48,000; that multiplied by 40 years is 2.8 million. The opportunity to save money is available when researched properly.

Does your service cost anything or are there any specific fees?
We do not believe in charging fees. We explain how we get paid in our first meeting. We are actually paid fees, bonuses and commissions by the financial institutions clients already do business with.

How much will it cost me?
Paladin Financial Services does not bill hourly for its consultation work. We strive in every case to provide solutions at no additional out-of-pocket costs. Each strategy is unique and the associated costs are specific to their implementation. When we discuss a particular strategy with a client, we provide an estimate of the fees and/or commissions involved.

I don't live in PA, can you help me?

Our consultants are currently licensed in PA and NY for securities and PA for insurance products.  However, we are capable of being licensed in any state and Puerto Rico.

Who is ONESCO?

ONESCO (The O.N. Equity Sales Company) is a wholly owned subisidiary of The Ohio National.  It is our broker-dealer for all securities transactions.  You can visit its web site at www.onesco1.com.