Terms of Service

Terms of Service

Last Updated: July 2026

Welcome to the Paladin Retirement Advisors website (https://retirepaladin.com). By accessing or using this website, you agree to be bound by the following Terms of Service (“Terms”). If you do not agree to these Terms, please do not use our website.

1. Description of Services

Paladin Retirement Advisors provides financial planning, wealth management, retirement income planning, and related advisory information through this website.

  • Discovery Sessions: We offer complimentary discovery sessions. Please note that a minimum of $500,000 in investable assets is required for prospective clients seeking active wealth management services.

  • No Offer or Advice: Content provided on this website is for informational and educational purposes only and does not constitute individual investment, legal, tax, or financial advice. Engagement in actual advisory services requires a separately executed advisory agreement.

2. User Accounts and Content

  • Account Registration: If you register an account on our website, you are responsible for maintaining the confidentiality of your credentials. You may view, edit, or delete your personal information in your profile at any time (usernames cannot be changed).

  • Comments and Submissions: When visitors leave comments or upload media to our site, you agree not to submit unlawful, abusive, or harmful content. Do not upload images containing embedded location data (EXIF GPS). We reserve the right to remove or moderate any user-generated content.

3. Intellectual Property

All content, trademarks, logos, text, and graphics displayed on https://retirepaladin.com are the property of Paladin Retirement Advisors or its licensors and are protected by applicable copyright and intellectual property laws. Unauthorized reproduction or distribution is strictly prohibited.

4. Third-Party Links & Embedded Content

Articles on this site may include embedded content (e.g., videos, images, articles) or links to third-party websites (such as Gravatar or scheduling tools). Embedded content from other websites behaves in the exact same way as if you visited the third-party site. We are not responsible for the privacy practices, content, or availability of external third-party sites.

5. Privacy

Your use of our website is also governed by our Privacy Policy, which outlines how we collect, use, and store your personal data, IP address, and cookie preferences.

6. Disclaimer of Warranties & Limitation of Liability

  • “As-Is” Basis: This website and its content are provided on an “as is” and “as available” basis without warranties of any kind, express or implied.

  • Limitation of Liability: Paladin Retirement Advisors shall not be liable for any direct, indirect, incidental, or consequential damages resulting from your access to, or inability to access, this website or reliance on any information provided herein.

7. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to its conflict of law principles.

8. Contact Information

If you have any questions regarding these Terms of Service, please contact us at:

  • Paladin Retirement Advisors

  • Address: 532 Durham Rd, Suite 101, Newtown, PA 18940

  • Phone: (215) 860-3101

  • Email: jeff@retirepaladin.com | beth@retirepaladin.com