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Our Firm

Paul has dedicated his firm to finding retirement and income solutions for families that deserve safe money solutions. As an independent RIA, he has a fiduciary duty to provide investment advice that always acts in his clients’ best interests. He also has the flexibility to consider a wide array of investment alternatives and providers to best meet the goals of his clients. Rather than just recommend an investment or retirement plan, he gets to know his clients on a personal level to intimately understand their needs.

With this boutique approach, Paul is able to identify his clients’ most important goals and craft retirement plans around them. He can help you answer questions such as:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Will I have enough money to sustain my lifestyle in retirement?
  • Will I be able to afford to leave a legacy for my children and grandchildren?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?
  • What is the difference between long-term care insurance and a hybrid life insurance?

Paul understands that many of his clients are concerned about not losing money, making a reasonable return on their money, and not running out of money. He crafts strategies that are completely customized to each and every client to address these concerns.  

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