As fiduciaries, we adhere to the highest professional standard to always act in your best interest. Our team has a collective 80 years' experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. Whatever your goals, we can help you put together a plan - with minimal hassle and maximum results.
In retirement, every day is a Saturday. We get to see our clients live out their dreams of what they always wanted to do but never had the time. The days of a simple 60/40 retirement plan are done. Today's environment requires a new approach to investing to navigate these uncharted waters. Many clients come to us because they don't want to manage their finances in retirement.
In retirement, every day is a Saturday. We get to see our clients live out their dreams of what they always wanted to do but never had the time. The days of a simple 60/40 retirement plan are done. Today's environment requires a new approach to investing to navigate these uncharted waters. Many clients come to us because they don't want to manage their finances in retirement.
Services
Our Team
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Richard W. Paul & Associates is an independent financial advisory firm serving clients throughout Michigan. We pride ourselves in being a family owned and operated boutique firm working specifically with retirees and pre-retirees. Because we work with a niche market, we can provide personalized service without sacrificing the tools and strategies available at big-name brokerage firms.
Services
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Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Our Promise
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Here at Richard W. Paul & Associates, we are committed to educating our clients about their investment options so that they can make sound decisions on their financial path. Our financial advisors will help you create a wealth management plan with specific goals and strategies, so you can worry more about your life and less about your money.
Our Focus
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All ofour advisors are equipped to help youplan for a successful retirement. Using our Retirement RoadmapProcesswe can build you a custom plan that helps you work toward your ideal retirement. According to Dr. Wade Pfau from The American College1, there are seven risks retirees face.
Our proprietary RWP Retirement Roadmapprocess is designed to help our clients achieve simplicity & confidence during their retirement years. It'sfocused around5 key areasof your financial life.We'llhelp ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.
Our proprietary RWP Retirement Roadmapprocess is designed to help our clients achieve simplicity & confidence during their retirement years. It'sfocused around5 key areasof your financial life.We'llhelp ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.
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