While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Initially, you come in for a confidential meeting where Paul answers your questions and listens to your concerns. Afterwards, both you and Paul will then determine how best to proceed. Whether the subject of the first visit is something as simple as getting a health insurance quote, or something more complex like deciding on a retirement date, analyzing the optimal age to start receiving your Social Security benefits, or which health insurance plan works best with Medicare, Paul will help you to make informed decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Investment management with Gradient Investment, LLC.
- Investment Accounts through Gradient Securities, LLC.
- Life Insurance and Annuity products
- Health Insurance