Kahler Financial Group Has Been Admitted to the Paladin Registry

The Registry is a new web-based service that helps investors find, evaluate, and select financial advisors. Jack Waymire, Paladin founder and author of Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor said there are two major markets for this service. One is baby boomers who suffered severe losses in their retirement accounts during recent bear markets. The other is current retirees. He says both groups have been flocking to advisors the past few years because they believe the professionals’ expertise will help them win back losses, preserve retirement assets, and produce better results in the future. What they don’t know, based on Paladin research, is that at least 75% of advisors are sales representatives who use expertise as a sales tactic to win investor assets. Waymire said, “That’s why millions of investors change advisors every year. At some point they realize they didn’t hire a real expert for their assets. This usually occurs after their results don’t match the excessive expectations that they were sold.”
Waymire goes on to say “the Registry solves several problems for these types of investors. It’s not enough to find someone you hope is an expert. You have to ask the right questions and know good answers from bad ones to make sure advisors are every bit as knowledgeable and trustworthy as they say they are. Even more important, it’s not what the advisors say that counts. It’s what they are willing to document in writing and make public.”
Waymire acknowledged Paladin’s high minimum standards are designed to limit who can be admitted into the Registry. Comprehensive, independent research reduces the number of advisors even further. Substantially less than 10% of the advisors who were screened by Paladin professionals have made it into the Registry. The result is a web-based service that’s the first to provide:
• High admittance standards that protect investors from weak advisors A CIR rating for each advisor (CIR is Competence/Integrity/Risk)
• Independent, comprehensive research by an objective third party
• A 100% rule for competency, integrity, licensing, and compensation
• Compliance checks for all advisors
• Full disclosure for potential conflicts of interest
• Advisor agreements that put investor interests first
Waymire said investors can view the Registry for no charge or obligation. If they like what they see, they pay a one-time $149 fee for 60 days of unlimited access to Paladin’s research, ratings, and tool kits. If they aren’t satisfied with their results, there’s a 100% money back guarantee.
About Paladin Investor Resources, LLC
Paladin is an information services company that provides research, ratings, education, and evaluation tools to individuals who invest their assets through personal financial advisors. Paladin empowers investors to select trusted advisors who provide high quality wealth management services. Visit our website at www.paladinregistry.com for more information about our company and services.
FOR MORE INFORMATION ABOUT PALADIN, CONTACT:
Debbie Freeman
Paladin Investor Resources, LLC
(916) 780-8737 (voice)
info@paladinregistry.com
www.paladinregistry.com
About Kahler Financial Group
Kahler Financial Group is a fee-only financial planning firm specializing in portfolio design, asset protection and commercial real estate investment and valuation for business owners, professionals and retirees. Rick Kahler, CFP, ChFC, CCIM, is President of Kahler Financial Group and Prudential Kahler REALTORS®. He was the first fee-only financial planner in South Dakota when he founded Kahler Financial Group in 1982.
He has a unique blend of business investment expertise, with 30 years of experience in the financial and real estate industries combined. Rick is currently a member of two national think-tank organizations for "pioneering" financial planners and plans to release his first book “Conscious Finance: Uncovering Your Hidden Money Beliefs” in December.
Visit www.rickkahler.com for more information about our company and services.
FOR MORE INFORMATION ABOUT KAHLER FINANCIAL GROUP, CONTACT:
Rick Kahler
Kahler Financial Group
605-343-1400
Rick@rickkahler.com