Home
Client Center
Individuals
Our Team
Resource
Favorite Links
Contact Us

 


 

Become a Client

financial planner financial advisor investment managers - Paladin Registry

Financial Planning

Our comprehensive financial planning software allows our clients to view and perform what-ifs on their goals and objectives.

 

Wealth Management System
Client tracking system for assets we manage as well as assets held elsewhere, i.e. company sponsored retirement plans, mortgages, bank accounts and credit card balances.
 

Account Access - TD Ameritrade
Password protected access to accounts held at TDAmeritrade.


Account Access - Folio Institutional

Password protected access to accounts held at Folio Institutional.

 

Account Access - Retirement Plans

Password protected access to accounts held at ExpertPlan. Enrollment Instructions

 

Document Storage
Online document storage which can hold any electronic file.  Retrieval can be made from any computer with internet access. 

IRS Tax Forms
Look up and retrieve the most widely used IRS forms using Adobe Acrobat.

Financial Calculators

Mortgage Calculator

Mortgage Qualifier

Mortgage Comparison

Loan & Credit Line Payments

Savings Calculator - 401(k)

Savings Calculator - 457 Plans

Section 72t Calculation

Retirement Shortfall Calculation

Required Minimum Distributions

Inherited IRA Minimum Distributions

Tax Estimator

Self-Employment Tax Estimator

Stock Options

 

Home | Client Center | Individuals | Our Team | Resource | Favorite Links | Contact Us

©Copyright 2004 - 2006 Beacon Asset Management, Inc. All Rights Reserved For more information feel free to contact us. The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which Beacon Asset Management Inc. maintains registration or a notice filing. Securities and investment advice are offered through Beacon Asset Management Inc., 14039 N Dale Mabry Hwy, Tampa Florida 33618. Information associated with this website is believed to be accurate, however, Beacon Asset Management Inc. makes no guarantee to this fact and Beacon Asset Management Inc. has no control over the accuracy of websites found through the links within.  For further information and our disclosures click here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Last updated: 10/06/08.