Financial Services Professional

Paul provides indivduals and businesses with innovative, cutting-edge products and services to help his clients grow, protect and conserve their wealth through all stages in life.  Taking into account your needs, goals and tolerance to risk, Paul will work with you to bring clarity to where you're going and how to get there.  Some of key services are detailed below...

WEALTH MANAGEMENT and RETIREMENT PLANNING:  Paul works with you to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs.

FINANCIAL PLANNING:  Through the Advance Planning Group Paul provides personalized financial planning to his clients that is specific to several variables incuding their income, risk tolerance, values and family.  Paul works with clients to identify and prioritize their goals, explore options, establish effective strategies and help construct and execute a plan and adjust along the way.

ESTATE PLANNING:   A well-engineered estate conservation plan can help minimize estate tax liability and ensure that loved ones are protected.  Paul works with clients and their attorneys to assess the impact of taxes on the estate and suggest strategies to help minimize those taxes while meeting the clients needs.

ASSET PROTECTION:  There are numerous financial strategies and retirement income plans that Paul can help you accumulate assets for the future and safeguard asset transfer to children and grandchildren.

DISABILITY & EXTENDED CARE NEEDS:  To execute a sound retirement strategy, asset and income protection are a must.  Paul helps you design a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

CHARITABLE PLANNING:  Allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and Paul can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.

BUSINESS SOLUTIONS:  Funding Buy-Sell Agreements, Key Person Protection, Succession Planning, Deferred Compensation, and Executive Benefits are stragegies that Paul can help you with.



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