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Mountain Ridge

                Financial Planning 

Paddwell Financial understands the importance of a comprehensive financial plan that helps you achieve your financial goals and secure your future. Through a collaborative and personalized approach, we will work closely with you to develop a tailored financial plan that encompasses all aspects of your financial life.

First, we will assess your current financial situation, including your income, expenses, assets, and liabilities. This analysis will provide a clear understanding of your financial standing and help identify areas for improvement. From there, we will establish short-term and long-term goals, such as saving for retirement, funding education, or purchasing a home, and create a roadmap to guide your financial decisions.

Next, we will delve into specific areas of financial planning, including budgeting, investment management, risk management, tax planning, and estate planning. By addressing each of these components, we will develop strategies to optimize your cash flow, grow and protect your investments, manage risks effectively, minimize tax liabilities, and plan for the transfer of your assets to future generations.

Throughout the financial planning process, we will provide ongoing guidance, monitor your progress, and adjust the plan as needed to accommodate changes in your life circumstances or market conditions. My goal is to empower you with the knowledge and tools necessary to make informed financial decisions and achieve financial security and peace of mind.

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Securities offered through Kestra Investment Services, 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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