Your Financial Success Is Our Mission
Every financial plan is tailored to fit your individual needs and goals.

→What We Do:

Simplicity. Freedom. Passion. 

We simplify your financial picture so you have the freedom you need to enjoy your passions

Whether you’re a woman in transition, a family with special needs, or anyone in between, we’re here to help you get and stay on course to pursue your goals.

Financial Planning

We deploy risk-based goal-focused financial planning designed to propel you to financial freedom.

Individual Product Implementation

We use our vast network to find the suitable products to help you accomplish your goals.

Investment Planning

We align your portfolio to match your risk tolerance and financial goals.

Insurance Placement

We make sure you have adequate insurance to protect you, your property, and the people you love most.

Special Needs Planning

We work with legal professionals who can help you understand the costs and benefits of establishing a special needs trust.

How an advisor may be compensated:

Flat Fee for service- Financial Planning only. The rate varies based on need and complexity

Ongoing fee based on Assets under management

Commissions from Products Sold

Hourly Fee for Financial Consulting

To learn more about these services and how Paul can help you secure your financial future, schedule a free consultation today. |  206-774-0262