Paul and his team are focused on one simple thing: To help their clients save, grow and protect their money in order to live the retirement lifestyle of their dreams.
Combining 30 years of practical experience with his extensive knowledge of key retirement income planning strategies, including Social Security maximization, Paul and his team help their retired and soon-to-be retired clients put all of the pieces of the financial puzzle together as their lives unfold and needs evolve.
Additionally, Paul and his team take great pride in working collaboratively with their clients’ other trusted advisors to help coordinate a family legacy plan for the next generation.
Furthermore, In 2013, Paul earned his CFP® certification from The College for Financial Planning after completing a rigorous educational curriculum. Attaining the CFP® certification means that Paul is held to the high ethical and professional standards of the CFP® Board.