Providing Financially

& Sound Retirement Income

LORD’S FINANCIAL PLANNING

We have a special emphasis in financial, estate and retirement income planning our goal is to take the mystery out of investing and help you understand and manage risk associated with achieving the results you hope to attain. Helping you learn about your investment options so you can make the right decisions with your money is where our job begins. We provide our clients with the information they need to put into effect a financial plan tailored just for them and their needs. Through regular reviews with our clients we help them measure results they are achieving, and help them avoid some of the common mistakes many people make.

Insurance Solutions

Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.

Legacy Planning

Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.

Life Insurance

Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.

Retirement Strategy & Risk

Our organization prides itself on providing retirement strategies to Topeka, KS and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

LORD'S Financial Planning
5-Step Retirement Planning System

Step 1: Selecting A Financial Service Professional

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)

Step 2: Fact & Feeling Finding

Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)

Step 3: Retirement Planning

Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)

Step 4: Solutions & Executing

Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)

Step 5: Ongoing Relationships

Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that includes Generational Vault, as well as client engagement including client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather

PALADIN FINANCIAL
5-STEP RETIREMENT PLANNING SYSTEM

From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone.

New Generation Retirement Planning is a holistic approach to retirement planning. It consists of a five-step retirement planning process that incorporates three hallmarks of our company – fiduciary, transparency and technology.

Together, we will traverse the five important steps in the New Generation Retirement Planning System. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

1. Selecting A Financial Services Professional

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1^st Appointment)

2. Fact & Feeling Finding

3. Retirement Planning

4. Solutions & Executing

We use the latest forward-thinking technology using pre-populated forms with e-signature capability making account forms and paperwork easy as can be. We can accommodate you if you want to meet face to face or if you are on the go, we can work with you through the Zoom and the latest technology.

5. Ongoing Relationships

Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather

When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.