Paul Levin specializes in Retirement Income Planning and Investment Management for Baby Boomers, Retirees, and Business Owners. With over 33 years of experience, Paul has a deep passion to assist clients in truly pursing their desired retirement lifestyle.
There are very important decisions you will make as you enter retirement and many more as you proceed through retirement. Distribution Planning, Social Security, Investment Management, Medicare, Income Taxation, and Residential choices will require careful analysis and discerning decision making.
Paul works diligently to turn your concerns and apprehension about retirement into a straight forward, well-orchestrated strategy allowing you to enjoy what you’ve worked so hard for all of your life.
Paul is the co-founder of Retirement Refined, LLC.
Paul is a frequent speaker providing workshops throughout the community on Social Security Planning, Medicare Planning, Retirement Income Planning and IRA Tax Planning.
Paul holds the following Professional Designations and Certifications:
- CFP® CERTIFIED FINANCIAL PLANNERTM
- ChFC® Chartered Financial Consultant®
- RICP® Retirement Income Certified Professional®
Paul is fortunate to have an Assistant, Sheral Jackson who provides Paul the opportunity to follow his passion; to assist clients in truly pursing their desired retirement lifestyle.
Paul’s other passions include going to the theatre, reading the latest John Grisham books and following his favorite sports team; the New York Yankees. It’s no surprise that Paul named his ever faithful Beagle, Jeter.
Paul also enjoys starting his day with an early morning run and up until a couple years ago, during the spring and summer months, you could find Paul behind home plate catching for the South Jersey Senior Men’s Baseball League.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, HI, NC, NJ, NY, PA, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Retirement Refined, LLC 112 Haddontowne Court, Suite 102, Cherry Hill, NJ 08034 | P 856.354.3200 | F 856.354.3213