A complimentary 30-minute conversation to explore your retirement goals
Taking the first step toward a confident retirement starts with a conversation. Our complimentary discovery session gives you the opportunity to share your goals, ask questions, and learn how Paladin Retirement Advisors can help—with absolutely no obligation.
The discovery session is a 30-minute introductory meeting designed to help us understand your situation and determine if we’re the right fit for each other. This isn’t a sales pitch—it’s an open conversation where you can share what’s on your mind about retirement and get honest answers about how we might help.
During your discovery session, we’ll discuss your current financial situation and retirement timeline, explore your goals and concerns about life after work, answer your questions about retirement planning, and explain our process—including the Paladin Retirement Blueprint and how we work with clients. By the end, you’ll have a clear sense of whether working together makes sense, and we’ll outline potential next steps if you’d like to move forward.
We offer three convenient ways to meet:
Visit our Newtown office at 532 Durham Rd, Suite 101. Meet Jeff and Beth face-to-face in a comfortable, private setting.
Connect via secure video conference from the comfort of your home. Perfect if you prefer meeting remotely or live outside the immediate area.
A simple phone call works well for an initial conversation. We'll call you at your scheduled time.
Our discovery sessions are ideal for anyone thinking seriously about retirement—whether you're five years away, already retired, or somewhere in between. We work with individuals and couples who have accumulated at least $20,000 in retirement savings and want professional guidance to make the most of what they've built.
The discovery session is free, and there's no pressure to commit to anything. Our goal is simply to learn about you and help you determine if Paladin is the right partner for your retirement journey. If we're not the right fit, we'll tell you—and if we can point you toward other resources, we will.
Complete the form below to request your discovery session. Let us know your preferred format and general availability, and we’ll reach out within one business day to confirm your appointment.