About Me
Paul is a Certified Public Accountant and MBA graduate, and has been a licensed consultant in the financial services industry for over 13 years. He specializes in personalized, tax-free retirement planning with strategies that both eliminate risk and position the client to grow their money.
Paul initially completes a detailed financial analysis and then makes recommendations to meet the long term financial retirement goals of the client. “When it comes to a secure and happy retirement, as a CPA I know it’s all about the numbers”!
Areas of Service:
- Alabama
- Arkansas
- California
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kentucky
- Louisiana
- Michigan
- Missouri
- Montana
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- South Carolina
- South Dakota
- Tennessee
- Texas
- Virginia
- Washington
- Wisconsin
About Retirement Consultant
The Retirement Consultant listed on this site is an Independently Licensed Financial Professional who operates an independent financial service business. A client may find this independence a desirable advantage. Tax-Smart Retirement holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. For more information, please refer to the terms of use.