Paddwell Financial LLC

Paddwell Financial LLC Investments Wealth Management Financial Planning

☀️ Summer has a way of making us slow down and think about what matters most — more time with family, travel, relaxing, ...
05/29/2026

☀️ Summer has a way of making us slow down and think about what matters most — more time with family, travel, relaxing, and enjoying life.

Retirement should feel the same way.

The best time to start planning for your future is before you need it. Whether retirement is around the corner or still years away, having a plan in place can help you enjoy the moments ahead with confidence.

At Paddwell Financial, we’re here to help you prepare for the future you’re working toward — one step at a time.

Enjoy today. Plan for tomorrow. 🌴

We’re incredibly grateful to support Marilyn’s Village as a Gold Sponsor for this year’s 5K! 💛Their impact in our commun...
04/22/2026

We’re incredibly grateful to support Marilyn’s Village as a Gold Sponsor for this year’s 5K! 💛

Their impact in our community means so much, and we’re proud to be part of it. Don’t forget to register for the race—we hope to see you there!

04/02/2026

Quick reminder from Paddwell Financial:

Markets will be closed on Good Friday, April 3, and our office will also be closed. We will resume normal business hours on Monday, April 6th.

Wishing you a wonderful Easter weekend—enjoy this special time with family and loved ones!

Tax Day is quickly approaching! Don’t forget to make your 2025 IRA contributions before the April 15th deadline.As a rem...
03/23/2026

Tax Day is quickly approaching! Don’t forget to make your 2025 IRA contributions before the April 15th deadline.

As a reminder, with our partnership with Amy Hay CPA, my time is currently split between both offices, so availability can fill up fast. The best way to schedule is to call or text for an appointment.

Thank you, as always, for your continued support—it is truly appreciated!

Call/Text: 765-764-6123
E-mail: [email protected]

03/02/2026

U.S. stocks and global markets kicked off the week with some volatility as investors continue digesting fresh geopolitical headlines. Major indices saw some pressure early in the day, as traders factor in uncertainty tied to recent developments involving Iran and broader Middle East tensions.

We’re monitoring how these headline-driven moves are influencing risk sentiment and positioning, reminding investors that short-term market reactions to news events can be normal.

If you’d like to review your strategy or talk through current market behavior, we’re here to help!

Call or text: 765-764-6123
E-mail: [email protected]

Start the year with a plan. 📈Thoughtful investment planning and timely IRA contributions can help you build long-term we...
01/12/2026

Start the year with a plan. 📈

Thoughtful investment planning and timely IRA contributions can help you build long-term wealth while taking advantage of potential tax benefits.

As the year gets underway, now is a great time to review your strategy and make sure your investments align with your goals.

Paddwell Financial is here to help you move forward with confidence.

Contact us to schedule a conversation and get started!

Call/Text: 765-764-6123
E-mail: [email protected]

At this special time of year, we would like to wish everyone joy and happiness! We are grateful for the trust and suppor...
12/22/2025

At this special time of year, we would like to wish everyone joy and happiness! We are grateful for the trust and support of our clients and community throughout the year.

Please note that our office will be closed on December 24, 25, and 26.

We wish you a wonderful holiday season and look forward to connecting again soon.

12/09/2025

⏰ Year-end reminder! ⏰
If you haven’t taken your Required Minimum Distributions (RMDs) yet, be sure to get them out before December 31st. The deadline is quickly approaching!

If you have any year-end financial needs or questions, I’m here to help. Don’t hesitate to reach out—let’s make sure everything is squared away before the calendar flips!

Call/Text: 765-764-6123
E-mail: [email protected]

As we enter this season of gratitude, we want to say how truly thankful we are for the clients, partners, and community ...
11/25/2025

As we enter this season of gratitude, we want to say how truly thankful we are for the clients, partners, and community who place their trust in us throughout the year. Your support means everything, and we are honored to be part of your financial journey.

Please note: Our office will be closed Thursday and Friday to enjoy the holiday with family. We will reopen on Monday.

Wishing you a warm, safe, and joyful Thanksgiving! 🧡

🌟 Happy Wednesday from Paddwell Financial! 🌟Have you considered taking a moment this week to check-in on your financial ...
11/05/2025

🌟 Happy Wednesday from Paddwell Financial! 🌟

Have you considered taking a moment this week to check-in on your financial ‘road map’?

At Paddwell Financial we believe strong planning isn’t just for retirement—it’s for the everyday decisions that build toward your future. Whether it’s saving for college, managing assets, or estate planning, we’ve got you covered.

Here’s a quick tip for you:
• Pick one area where you feel less confident (for example: “Am I saving enough for college?”)
• Write down a small next-step you can take this month (e.g., “Schedule 20-minute consult with a planner”)
• Stick a reminder on your calendar—small steps add up

If you’d like to talk about your goals—big or small—please feel free to contact us! Let’s turn your planning into progress together.

Address

159 South Stringtown Road
Covington, IN
47932

Telephone

+17657646123

Website

http://www.sipc.org/, https://brokercheck.finra.org/, https://www.kestrafinancial.com

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