18208 28th Drive South East
Meet Paul Doak, CFP®
Helping people transition through life’s financial challenges since 1996.
Life is A Journey
Divorced, widowed, job change, retirement—learn how to financially prepare for every stage of life.
Longevity In Retirement
We are living Longer- Women must be ready to spend, on average, more years in retirement than men.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Care. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗶𝗻𝘀 𝗮𝗻𝗱 𝗼𝘂𝘁𝘀 𝗼𝗳 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗰𝗮𝗻 𝗯𝗲 𝗰𝗼𝗻𝗳𝘂𝘀𝗶𝗻𝗴. 𝗟𝘂𝗰𝗸𝗶𝗹𝘆, 𝘄𝗲'𝗿𝗲 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗵𝗲𝗹𝗽. 𝗧𝗵𝗶𝘀 𝗘𝗯𝗼𝗼𝗸 𝗵𝗮𝘀 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.
Thoughtful financial planning for families with differently-abled loved ones.
What is your plan for health care during retirement?