My Process
I create strategies that are tailored to your needs and goals.
The process I follow in completing a total financial strategy consists of:
- Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
- Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
- Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
My History
Paddock Financial is a full-service financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, I believe you will be better able to identify your goals and make sound decisions to help work towards them.
Paddock Financial is completely independent, so my loyalty belongs exclusively to my clients -- not to a parent company. My independence enables me to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products I leverage to create customized client portfolios. I recommend only those products and services that can be tailored to suit my clients' unique needs.
Planning your financial future can be a daunting task. That's where Paddock Financial comes in. I am a trained, licensed professional, and I can draw on years of financial services experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, my goal is to help you pursue your goals.
Since 1982, I have specialized in assisting military professionals, individuals and families in charting their financial courses. I have worked diligently to help clients work towards their goals and dreams by creating personalized wealth and risk management solutions for each client, with a complete range of independent investment and insurance services, including:
- Individual & Family Investment Planning: IRA’s, Mutual Funds, Stocks
- Individual & Family Income Protection: term & permanent life insurance
- Military Career Transition
- Retirement Planning (prior to and at military retirement)
I have always been committed to providing quality service to meet the individual needs of clients. I have never been comfortable with the status quo and therefore have always tried to seek new challenges. I have worked hard to set a standard of performance that inspires our associates and challenges our competitors.
Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.
Securities America and its representatives do not provide tax advice.