- 754 N Apollo Blvd. Ste. 515 Melbourne, FL 32935
Retirement Planning is about protecting income as much as growing it. We help design strategies that address taxes, inflation, and long-term income needs—so you can keep more of what you’ve worked hard to build and retire with confidence.
We are partnered with an independent registered investment advisor (RIA), providing clients access to professionally managed investment strategies, including mutual funds and other securities designed to support long-term wealth growth.
Estate Planning helps protect your assets, preserve privacy, and ensure your wishes are carried out. We guide you through the planning process, helping structure a clear and coordinated plan designed to reduce probate exposure and adapt as your life evolves—so your legacy remains secure.
Mortgage Protection helps safeguard your home and your family’s stability. We help structure coverage designed to address your remaining mortgage balance in the event of death, disability, or serious illness—so your loved ones can remain in their home without financial strain.
Wealth Protection Strategies are designed to safeguard what you’ve built from unnecessary risk, taxation, and market volatility. We help implement structured planning solutions that preserve assets, maintain privacy, and strengthen long-term financial stability—so your wealth continues working for you and your family.
Business Succession Planning prepares your company for a smooth ownership and leadership transition. We help create structured strategies that protect business value, reduce disruption, and support continuity—so your company and legacy remain strong beyond your leadership.
Medicare planning helps ensure your healthcare coverage aligns with both your medical and financial needs. We guide you through available plan options and supplemental choices—helping you make informed decisions that protect your health and your retirement income.
In partnership with Mediator Debt Solutions, we help families address and resolve unsecured debt as part of a coordinated financial plan—reducing stress today while strengthening long-term stability.
If you don’t proactively create your own estate plan, the state will impose one for you—through probate. Probate is often costly, time-consuming, and public. Ultimately, a judge oversees how your assets are distributed under state law. Without clear direction, this process can also create confusion, disagreements, and unnecessary emotional strain among the people you care about most.
If you are saving money for retirement in an IRA, SEP, 401k, 403b, or 457 account . . . watch this short video to learn how tax free can be better than tax deductible.
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If you want to be sure all your money will be there when you retire learn how a “Safe Money” advisor can help you protect your retirement money from Market Volatility.
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Life can change in an instant. Don’t leave your family unprepared—watch this video to see why clear end-of-life instructions and proper planning are essential to protect your loved ones.
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If you have a home mortgage and your monthly payment depends on your income, watch this short video to learn how to pay it off or keep payments going—even without earned income.
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See why individuals, families, and business owners trust Paladin Wealth & Estate Planning for estate planning, tax-efficient retirement strategies, and long-term wealth protection.
We recently worked with Paladin Wealth & Estate Planning to create a comprehensive estate plan, including a revocable living trust, and the experience exceeded our expectations.
Ed and his team made estate planning simple and easy to understand. They clearly explained the difference between a will and a trust, how probate works, and how proper planning protects our children and assets.
If you’re looking for professional estate planning services that focus on probate avoidance, privacy, and long-term protection, Paladin is the firm to call. This isn’t just paperwork — it’s real peace of mind.
I met with Ed at Paladin Wealth & Estate Planning to review my retirement strategy, and I quickly realized how much I didn’t know about tax-free retirement planning.
He walked me through Indexed Universal Life (IUL) strategies, asset protection concepts, and ways to reduce future tax exposure in retirement. The guidance was professional, clear, and tailored to my goals.
If you want a coordinated financial plan that integrates retirement planning, estate planning, and life insurance strategies, Paladin delivers real expertise.
As a business owner, I needed more than basic financial advice — I needed a true business succession and wealth protection strategy.
Ed and his staff at Paladin Wealth & Estate Planning helped me design a plan that protects my company, my family, and my legacy. They addressed buy-sell considerations, estate tax exposure, and asset protection planning in a way that felt structured and complete.
If you own a business and don’t yet have a formal succession plan, this firm is essential. Their knowledge of estate and financial planning is top tier.
What impressed me most about Paladin Wealth & Estate Planning is how everything works together.
They didn’t just discuss life insurance or retirement accounts — they built a comprehensive estate and financial plan designed to protect assets, reduce tax exposure, and preserve generational wealth.
Ed and his staff are knowledgeable, responsive, and genuinely focused on long-term legacy planning. If you’re serious about protecting your family, growing wealth responsibly, and securing your financial future, this firm delivers five-star service.
We place the protection of our clients, their families, and their legacies above all else. Every recommendation is measured by how well it safeguards what matters most.
