Paladin Retirement Planning is a fiduciary financial planning firm serving clients in Anderson Township and the greater Cincinnati area. Founded by Brion T. Walters, CFP®, ChFC®, CLU®, the firm focuses on helping individuals and families prepare for retirement and pursue their financial goals through personalized guidance.

Its services include retirement planning, tailored investment strategies and portfolio management, tax strategy guidance, healthcare and medical-cost planning, estate planning, and assessment of risks that may affect retirement income or assets. Paladin emphasizes objective advice aligned with each client’s circumstances, goals, preferences, and comfort with risk. Its process follows three steps: understanding a client’s vision and financial situation, developing a suitable strategy, and implementing and regularly reviewing the plan.

The firm also offers ongoing one-to-one support and hosts no-cost retirement-planning workshops in partnership with Retire Wise Academy. Paladin shares educational resources on topics such as retirement after divorce or bereavement, financial planning for singles and couples, and common questions about financial professionals