We provide free tools, on-demand retirement education, and reports that help you make better decisions when you:

  • Research financial advisors and firms
  • Select financial advisors and firms
  • Plan your financial future
  • Make retirement decisions
financial planning resources

Fraud Protection

  • FINRA.org (Financial Industry Regulatory Authority) –  Finra helps you spot the red flags of fraud and identity theft, and avoid the persuasion tactics of fraudsters.
  • AARP Bulletin April 2017: Fraud Squad with Gerri Walsh (PDF) – Article: How to Stop Fraud. The Ultimate Guide to Protect Yourself from Scammers and Crooks

Tools & Calculators

Financial Planning Brochures

Paladin Research Reports

  • Quality ratings for my credentials
  • Paladin researches and rates financial certifications

Check the quality of my credentials

FINRA/BrokerCheck

Have a question?
Email jlewis@northridgewealth.com or call (631)546-5403.