Attain your financial destiny.

Maximize your financial potential, design your ideal retirement, and create a life of abundance for you and your family.
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25+
years' experience
100%
client centric
1:1
ongoing support

Financial guidance to help you
achieve your goals.

The intricacies of managing investments, planning for retirement, and optimizing tax strategies can often feel like a complex minefield to navigate alone. But rest assured, we’re here to help you face these challenges.

Realize your retirement ambitions

Receive tailored investment plans that align with your objectives. Whether it's traveling the world, starting a passion project, or giving back to your community, our plans ensure you have the resources to do it all.

Navigate uncertain markets with ease

Our investment management expertise ensures your wealth is in capable hands. Our unique strategies aim to maximize return potential while minimizing any short-term and long-term risks to your portfolio.

Futureproof your health and wellness

Our specialized healthcare planning ensures you're prepared for any medical situation. From insurance choices to managing medical costs, we'll help you make informed decisions that protect your health and wealth.

Secure tomorrow for you and your heirs

Preserve your legacy and secure your loved ones' futures with our meticulous estate planning. We'll assist you in creating a comprehensive estate plan that respects your wishes and minimizes tax implications.

Prevent unpleasant surprises in the future

We work with our clients to identify significant risks that can seriously impact their retirement plans including asset depletion risk, income/asset risk due to the death of a spouse, and long-term care risk.

Receive impartial, objective advice

As fiduciaries, our recommendations are always made in your best interests. This means the financial guidance we provide is always tailored to your unique situation, goals for the future and risk tolerance.
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Our Mission.

“We make financial planning clear and focused on you. For over 25 years, we’ve seen how hard it can be for people to get ready for retirement with so much confusing advice out there.

We always look out for your best interests. This makes us different in a world where financial advice can be tricky. We know how important it is to keep your family’s future safe, and we take that job seriously.”

Brion T. Walters CFP®, ChFC®, CLU®
President, Paladin Retirement Planning

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Our 3-step roadmap to financial security.

When you collaborate with us, we'll work together to bring your financial goals to life. Here's what that entails

Vision

We'll get a comprehensive understanding of your future goals and familiarize ourselves with your unique financial situation so we can chart a path that’s right for you.

Strategy

We'll establish the most effective approaches to help you attain your objectives. Our plan always respects your comfort with risk and personal preferences.

Execution

We’ll put your plan into action with care and attention. It doesn't stop there. We’ll regularly check and modify the plan to ensure the security of your financial future.

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Events Schedule.

Attend one of our no-cost workshops that help you plan for a comfortable retirement. We host these in partnership with Retire Wise Academy throughout the year.

Saturday

March 16th

8:30 am - 11:45 am

Thursday

March 21st

5:30 pm - 8:45 pm

Saturday

March 23rd

8:30 am - 11:45 am

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Latest insights.

“Brion Walters has been a godsend — an exceptional Financial Advisor.”
Highly-knowledgeable, personable, and an absolute professional. He goes above and beyond for his clients and works hard to deliver the results they are seeking for their investments. I personally would recommend him to anyone seeking help with their investment or retirement needs.
‍

Terry R.

“As my financial advisor, Brion has always had my back.”
I can recount many instances where he went to great heights to ensure my needs were met. As far as my accounts are concerned, I have never been happier. Previously, I had my accounts with two “big name” firms and the difference with Brion was day and night. He’s your guy!
‍

Carrie O.

“He has an expert understanding of investments, and an uncanny ability”
After attending Brion’s seminars we made the decision to transfer our account from another advisor and open IRAs following his guidance. He has an expert understanding of investments, and an uncanny ability to help clients understand the potential gains and risks of different strategies. We’d vouch for him in a heartbeat.
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Steve & Edie Z.

“You get a comforting feeling your investments are handled well.”
We’ve enjoyed working with Brion since the day we met him at a retirement seminar right through the many years he’s been our financial advisor. He takes his craft seriously and really knows what he’s talking about, whether it’s investments, risk management, finances or retirement planning. The professionalism is simply bar-none.

Brett M.

Testimonials were solicited, no compensation.

Frequently asked questions.

I’m interested in working with you, but do you have to manage all my investments?

No, we do not have to manage all your investments. If you would like us to manage a part of your portfolio, we’re happy to showcase what we can do from as little as a $10,000 investment.

What’s the benefit of working with you over a large investment firm?

Unlike many large investment firms, we don’t offer one way of investing. They typically offer a 'buy-and-hold' approach and often advise clients to ride out market crashes and downturns. Our strategies however aim to minimize market corrections while maximizing market upturns — without the need for expensive annuities or insurance products.

I’m worried about the market. What should I do?

The first step is to understand how much you can lose by completing a stress test on your investment portfolio. If you would like us to conduct a stress test for you at no cost, schedule a conversation and we’ll be happy to do so.

Do you only work with people who are nearing or already retired?

Whether you’re in the prime of your career or enjoying retirement, we work with individuals in all phases of life. Everything we do is tailored to your own unique situation.

What designations do you hold?

I’m a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Property Casualty Underwriter. This gives me the wide expertise necessary to be able to guide you on all crucial matters of finance including investments, retirement income, estates, and insurance. I’m also a registered Fiduciary, which means I only ever advise you in your best interests at all times.

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Let’s talk about
what we can do for you.

Schedule a short and honest conversation at a time that suits you best by clicking the button below.
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Paladin Retirement Planning ©  |  All Rights Reserved  |  Privacy Policy

Advisory services offered through Portfolio Medics.

Views expressed by Paladin Retirement Planning & Brion T. Walters are theirs alone and not affiliated with Portfolio Medics. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.