Who We Serve

Paddock Financial Planning clients are a diverse group, ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients, and we are committed to providing personal financial guidance to:

  • Women Investors
  • Families
  • Retirees
  • Small Business Owners
  • Sudden Wealth Recipients

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, Paddock Financial Planning is here to provide you with an array of financial and investment planning services essential to your success, including:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Risk Management
  • Investment Management
  • Sustainable Investing

Paddock Financial Planning will work hand-in-hand with you – and, if need be, your other professional advisors – to select the services that best suit your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso