Guiding the Retirement
Retirement desires are unique to everyone.
Investment positioning, Income Taxation, Social Security, Residence choices and Medicare are important areas that require sound, discerning decision making.
Our Retirement Income Planning and Investment Management will examine your Retirement desires and diligently evaluate the strategies available to assist in making your retirement goals become reality!
What we do.
Why clients work with us.
We have significant experience and wisdom, as working with Baby Boomers, Retirees & Business Owners is our exclusive area of concentration.
Paul Levin holds the following Professional Designations and Certifications:
CFP® CERTIFIED FINANCIAL PLANNER
ChFC® Chartered Financial Consultant®
RICP® Retirement Income Certified Professional®
CFP® professionals must complete thousands of hours of professional experience related to the financial planning process prior to earning the right to use the CFP® certification marks. To read more about the CFP difference, click here.