At Paladin Advisor Group, we believe that the planning process should focus on who you are and your goals. Through conversation and using tools, we will get to know you and document your priorities. Your personality and ideas are key to helping us guide you to a plan that you can live with and that doesnt feel foreign to you. We will check with you to make sure any understanding we have is correct and allow you to make any adjustments to keep us on the same page.
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