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Your local retirement planning allies in the heart of Bucks County
Newtown, Pennsylvania has been home to Paladin Retirement Advisors since we opened our doors in 2009. Our office, located in a historic building from 1740 at 532 Durham Rd, serves as the hub for comprehensive retirement planning throughout Bucks County. We’re not just advisors who work in Newtown—we’re deeply invested in this community’s future and honored to serve the families who make Newtown such a special place to live and work.
If you’re a Newtown resident approaching retirement or already retired, you deserve advisors who understand your community, share your values, and can provide the comprehensive guidance you need to retire with confidence. That’s exactly what we offer—proven expertise combined with genuine local care.
We chose Newtown as our home base for good reasons. This vibrant community combines rich colonial history with modern amenities, excellent schools, strong local businesses, and residents who value relationships and integrity. These same values drive how we run our practice.
Jeff has lived in nearby Washington Crossing for 25 years, raising three sons in Bucks County. We’ve witnessed Newtown’s growth, shopped at local businesses, participated in community events, and built lasting relationships with families throughout the area. When you work with us, you’re working with neighbors who genuinely care about your retirement success.
We demonstrate our commitment to Newtown through active involvement:
When you choose Paladin, you’re supporting a practice that reinvests in making Newtown and Bucks County better.
We create comprehensive income strategies that ensure your money lasts your entire lifetime. Whether you're coordinating Social Security, pension decisions, or investment withdrawals, we show you exactly where your income comes from each month and help you maximize what you can safely spend.
Your Social Security claiming decision can mean tens of thousands of dollars in lifetime benefits. We analyze all available strategies to help you maximize this critical retirement income source.
Leaving an employer or retiring? We guide you through consolidating old retirement accounts, reducing fees, and positioning your assets strategically for retirement income.
Minimize lifetime taxes through strategic distribution planning, Roth conversions, and careful income management that reduces both tax burden and Medicare premium surcharges.
Protect your Newtown home and retirement savings from devastating long-term care costs through comprehensive protection strategies that fit your budget.
Navigate Medicare enrollment, compare supplement versus advantage plans, and implement strategies to minimize premiums with guidance from our AHIP-certified advisor.
We coordinate with local estate planning attorneys to ensure your Newtown property and assets transfer according to your wishes while minimizing taxes.
Protect your family from unexpected funeral and burial costs through affordable final expense coverage that preserves your savings.
We're located right here in Newtown at 532 Durham Rd, Suite 101—convenient parking, ground-floor access, and a welcoming environment where you'll feel comfortable discussing your retirement goals. No need to drive to Philadelphia or deal with big-city parking and traffic.
Since 2009, we've helped hundreds of Bucks County families retire successfully. Our track record speaks through the referrals we receive from satisfied clients who trust us enough to recommend us to their friends and neighbors.
Unlike advisors who specialize in just one area, we provide everything you need: income planning, Social Security, investments, taxes, Medicare, long-term care, estate coordination. Everything works together in a cohesive strategy.
Our Paladin Retirement Roadmap (FORM methodology) and 15% Solution™ provide comprehensive planning frameworks you won't find anywhere else—addressing what truly matters while protecting against forces that derail retirement.
Experience our expertise through two complimentary sessions before ever becoming a client. We provide genuine value upfront because we're confident you'll want to work with us once you experience our approach.
We treat clients like family. When you call, you'll speak with people who know your name, remember your goals, and genuinely care. This personal touch is what sets us apart from larger firms.
Newtown property taxes are a significant budget consideration for retirees. We help you evaluate whether staying in your Newtown home makes sense long-term or if downsizing could free up equity and reduce expenses.
Newtown offers excellent dining, shopping, cultural activities, and recreation. We create income strategies that allow you to maintain the lifestyle you've built without fear of running out of money.
Many Newtown retirees want to help adult children with home purchases or grandchildren's education. We show you how to provide family support while protecting your own retirement security.
With multiple healthcare facilities nearby, Newtown residents have excellent healthcare access. We ensure your Medicare coverage and long-term care protection support accessing quality care.
Our central Newtown location makes visiting us convenient from anywhere in the area.
Schedule your complimentary discovery session at our Newtown office and experience retirement planning that addresses what truly matters.