Taxes

• Tax Planning
  Tax planning: As you grow your wealth, the implications of tax on your assets can be severe. An increase in your income will result in a rise in your taxable income too. Moreover, a chance inheritance can also put you in a higher tax bracket all of a sudden. This is why it is important to have a tax plan in place. Systematic investments, insurance, etc. can offer tax benefits and a financial advisor can help you choose these without hampering your short term plans.
• Estate Taxes
• Tax Services
• Income Tax

Investment

• Investment Management
  Summit Portfolio Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Las Vegas, Nevada
• Mutual Funds
  Beware of advisors whose only licensing is a Series 6 or a Series 7 license. These licenses limit them to selling investment products (mutual funds) for commission. They may call themselves financial advisors, but they are really sales representatives.
• Bonds
• Wealth Management
  Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Chicago, Illinois

Accounting

• Accounting Services
  A Certified Public Accountant, or CPA, as a title, refers to qualified accountants in most countries. In America, it is a designation given by the American Institute of Certified Public Accountants (AICPA), the world’s largest accounting body, to individuals who successfully clear all the uniform CPA examinations. It licenses a professional to provide accounting services to clients. CPAs are mostly engaged by corporates and business firms for financial auditing and assurance services. CPAs may also act as business consultants and represent taxpayers in matters before the IRS. They may also operate in areas of finance spanning corporate governance, financial analysis and planning, corporate finance, venture capital and estate planning, to name a few.

Planning

• Financial Planning
  PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
• Retirement Planning
  For example, you need expert advice that will help you develop a comprehensive retirement plan. So, you need an advisor with years of "relevant" retirement planning expertise.
• Annuities
  You do not need an advisor who claims to be a planning expert but has spent the past several years selling mutual funds and annuities.
• Asset Management
  Chartered financial analyst: These professionals are certified by the Chartered Financial Analyst Institute of America and primarily offer advice on the different kinds of investments and their tax benefits and liabilities. They can help you achieve the optimal asset allocation on your portfolio and help rebalance it from time to time. They can also help with inheritance taxes.
• College Funding
  While adding financial advisors to our directory, they undergo a stringent screening to qualify to be added to our network. Our advisors belong to large Fortune 500 companies as well as small independent financial firms and are registered with FINRA/SEC. To become a part of our independent, unbiased, and trusted nationwide network, the advisor must hold clean records. Advisors on the Paladin Registry network assist consumers seeking financial advice on retirement planning, portfolio management, education planning, wealth management, 401K rollover, and more. Each advisor has a profile on the directory wherein his contact details, credentials, fee structure, biographies, and firm details are provided.