
- Estate Planning and Asset Protection Strategies
- Retirement Accumulation and Distribution Planning
- Investment Planning and Management
- Business Continuity and Succession Planning
- Executive Planning
- Collaborative Family Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Private Wealth Advisor®
Paul has been married since 1992 to Sandra and telecommutes from Naples, FL. In his free time, he is an avid golfer and enjoys volunteering with his community organizations. Paul’s professional and personal philosophy can be summed up as follows: The creative mind that is always learning opens the path to new, powerful thinking.