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Our Services

Let Paddwell Financial help you create a roadmap to achieve your financial goals and secure your financial future. It involves assessing your current financial situation, setting specific objectives, and developing strategies to help you reach those goals.

Planning for retirement is a significant part of financial planning. It involves estimating the amount of money you will need to live comfortably after retirement and creating a savings and investment strategy to achieve that goal. This may include contributing to retirement accounts like 401(k)s or IRAs.

Paddwell Financial specializes in financial asset management, providing you with expert guidance to optimize your investment portfolio.

Paddwell Financial understands the significance of college planning in achieving your educational goals. We will provide personalized guidance on estimating college costs, how should I save, and developing a savings strategy to ensure you're financially prepared. Let's work together to secure a brighter future through effective college planning.

Work with Paddwell Financial to create a plan for the distribution of your assets and wealth after your death. This may include creating a will, establishing trusts, naming beneficiaries, and minimizing estate taxes. Estate planning ensures that your assets are transferred according to your wishes and helps minimize any potential disputes.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

 

Chelsea Paddock, CFP®

chelsea@paddwellfinancial.com

Office Phone: 765-764-6123

159 South Stringtown Road Covington, Indiana 47932

 

Copy Right 2023 Paddwell Financial LLC

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