Mission

Part of my mission is to help people prepare and plan for their futures. To be set up for their vision of success. To eliminate sleepless nights and worry.

When I first started investing and advising my sole goal was to create income. Shortly after I started, I realized how the knowledge I had grown around planning and investing allowed me not only to create an income and grow my personal wealth, but also impact the people I interacted with - my clients that I create and implement plans for.  

In some cases, I have been able to shepherd people to make strategic choices and investments and completely turn their lives around and climb out of a terrible situation. 

No one wants to be a Walmart Greeter when they turn 70.

The investing strategies I use help people get back in the driver’s seat of their own lives, be empowered, in control and have impact for generations to come. It feels amazing to serve as a resource for my clients and their families.

Training others and obtaining improved results through active goal reviews, risk reviews and current market conditions can help right a ship and create long term results that result in not only their own retirement but also the legacy that they want to create for others. 

Watching my clients achieve their goals has been inspirational to me. And it drives me every single day to show up with my “A” game for them and their families. Sharing the knowledge that I’ve been blessed with is part of my personal mission and I’m more fully connected with it today than I’ve ever been.

If you’d like a review of your personal portfolio, I’d be happy to assist. I’ll ask you a few questions so I can figure out where you are now and where you want to head in the future. I have a system I use to help people build their personal income, wealth and insurance plan. I look forward to meeting you and helping you achieve your financial goals.

Warmly,

    David Paladino