Paul Sippil is a certified public accountant and registered investment advisor. Paul began his career as an auditor in public accounting. He became an independent financial advisor in 2003, initially focusing on providing comprehensive financial planning solutions for business owners in the estate, business, investment, and insurance planning areas. In his meetings and conversations with clients and prospects, however, he began to notice a significant disconnect between the knowledge they possessed about their group retirement plans and the knowledge the service providers possessed. Most of them believed that their plan was free and that everything was taken care of because it had been “reviewed by their advisors”. Paul knew their assertion was made out of a lack of sufficient knowledge because he saw the difficulty in evaluating the quality and costs of these “bundled” plans, where all plan expenses were combined into a single source and not listed separately. He concluded that the participants were not actually choosing this path for themselves, but instead were being falsely led down a path that only stood to profit the retirement plan providers. Paul decided to provide a service to plan sponsors and participants that empowers them to make better retirement planning decisions.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.
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