1751 US Highway 27 South
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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’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 reaching 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 work towards achieving 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. In addition, he passed a rigorous examination and received the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. These designations must be kept current through extensive continuing education to maintain his expertise in various areas of accounting and finance.
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.