30+ Years Experience
With our 30 years of experience helping our clients, we understand every financial and retirement situation is complex and unique. All of our financial planning is customized and not a one size fits all approach like other firms do.
We leverage our previous experience as a CPA to provide our clients with tax-efficient strategies when working on their investing and retirement planning.
As a fiduciary, you can rest assured that we are legally and ethically required to always put our clients' best financial interests above our own, unlike some competitors who may be incentivized by their own investment fees.
With a heavy emphasis on continuing education, we leverage Paul's CFP® designation and other industry certifications to be able to provide the best possible financial guidance for our clients.