Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Paul Clough MBA, CPA
Paul’s focus is on you.
Whether you are planning for retirement, a child’s college education, a new business opportunity or just starting out, Paul can assist you in pursuing your goals. We will engage in an ongoing conversation about your needs, goals, and objectives to create a financial plan that’s right for you.
Paul’s many years of experience and involvement in many aspects of accounting and finance taught him the value of proper analysis and the application of due diligence to resolve many types of financial dilemmas.
His persistent pursuit of information on various investments provides a wealth of knowledge and experience to help his clients pursue their goals. This information is combined with the profile of the individual investor to determine a proper allocation of the various investments. While maintaining the conservative style typical of a CPA, Paul allocates his client’s portfolios according to their objectives and individual risk tolerance.
Paul has been a practicing accountant for over 40 years, and a Certified Public Accountant (CPA) for over 25 years. He received a Masters Degree in Business Administration (MBA) from Nova Southeastern University. These designations must be kept current through extensive continuing education to maintain his expertise in various areas of accounting and finance.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.