- 754 N Apollo Blvd. Ste. 515 Melbourne, FL 32935
From estate planning and tax-efficient retirement strategies to life insurance and wealth protection, we help families implement structured financial plans that safeguard assets, reduce risk, and create long-term financial confidence.
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.
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.
Fixed indexed annuities offer a balance of growth potential and protection. They provide the opportunity to earn interest linked to market indexes while protecting your principal from market losses. Earnings grow tax-deferred and can be structured to create reliable retirement income and greater financial stability.
Infinite Banking helps business owners build a private source of capital through properly structured life insurance. It can create accessible liquidity, improve cash-flow flexibility, and provide funds for growth, equipment, or opportunities while strengthening long-term financial protection.
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.
Life insurance helps protect your family’s financial stability if something happens to you. It can replace lost income, help pay off debts like a mortgage, cover final expenses, and provide funds for future needs such as education—giving your loved ones security and peace of mind when they need it most.
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.
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.
