Glad you found your way here! I’m Paul. I run a successful financial advising practice based in North Carolina and Michigan. I’ve been a financial advisor since 2006 and it’s the best career I’ve ever had. I help ordinary people do extraordinary things with their money. But getting here wasn’t easy. I started my business from scratch. My first office was a Ford Ranger pickup truck with a crate of folders.
Door to Door
Face to Face
Person to Person.
I wore out 4 pairs of shoes, slipped on ice in the winter, soaked through shirts in the summer. Rejection became a constant. But little by little I built a business because I built trust.
Trust.
When you work with a fiduciary your relationship is based on trust. As a CERTIFIED FINANCIAL PLANNER™ I am a fiduciary in all aspects of a financial relationship. A client comes first. Period. I have a legal and ethical responsibility to put my clients first. Working with a fiduciary usually means housing your assets with a financial advisor who in turn provides investment advice and financial planning.
That’s not everyone’s situation.
You need financial advice and planning, but most of your assets are tied up in a 401k or 403b. Or you’re starting a new family and need help with financial priorities. Or you just need to develop a financial plan that works for YOU. Why shouldn’t you have the same access to a fiduciary financial advisor?
Now you can. That’s where I come in.
You don’t need a fortune to learn how to keep more of what you make, save more of what you keep, and grow more of what you save.
Let’s get this started!
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