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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.

Check the background of your financial professional on FINRA's 


Securities offered through Kestra InvestmenServices, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. "Paddwell Financial LLC " is not affiliated with Kestra IS or Kestra AS. "Paddwell Financial LLC" does not provide legal or tax advice.


This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for informaiton may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

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