
Financial Services / Investments / Assessments
Paul is a Fiduciary Advisor & Certified Business Consultant with 34 years’ experience. As a featured expert in the film Retirement Everest & creator of the Infallible Retirement Lifestyle Lock™, Paul helps folks thrive in retirement with customized decumulation plans. Business services include world class 401(k) admin & servicing, & finding all applicable tax credits, expense reduction items, etc.