Paul has been helping small business owners and individuals with employee benefits and retirement planning for 21 years, providing planning expertise to many clients throughout the west. His focus has been tax-advantaged as well as income-based and well-managed accounts. He has extensive experience in planning for the unexpected and making sure clients can avoid the drawdowns one can encounter during these unforeseen events.
Paul enjoys vacations with his family of 4 children and a wonderful wife. He rides dirt bikes and golfs with family and friends. He has also played in a country/rock band for over 15 years.
Paul’s goal is to help those that otherwise find it challenging to negotiate their way to a truly diversified, well-managed, tax-advantaged and low cost income-based retirement plan. His sound advice and years of experience inspire his clients to obtain their goals in life.