We use the video conferencing platform “Microsoft Teams” to maintain face-to-face relationships with out of state/out of area clients and those who prefer virtual relationships. Microsoft Teams is a complete two-way communication tool and in many ways, a lot like Face Time…. but with even better options!

Why Use Microsoft Teams?

Simple technology has enabled our firm to offer our traditional in-person comprehensive services from the comfort of your home or anywhere you travel. We’ll guide you through the set-up which is as simple as turning on your computer, opening your email, and clicking on the link we provide. We will personally guide you through the simple set-up process.

We are able to generate and share your personalized plan results, individual performance reports, personalized statements, etc. while simultaneously on video chat with you. Not to mention, Microsoft Teams is a completely safe and secure application that you can download right from your phone or computer (AND – it is complete free!)

Using Microsoft Teams, we offer the following services:

Complimentary Consultations

Schedule your 30-minute Retirement Consultation. Paul can provide expertise and guidance on the following topics:

  • Investment Strategies & Positioning
  • Income Taxation
  • Income Strategies
  • Social Security
  • IRA Distributions
  • Medicare
  • Long Term Care
  • Estate Planning

Retirement Income Planning

Your customized Retirement Income Strategy will provide you with a thorough evaluation and understanding of your situation and will serve as a guide to pursue your desired lifestyle.

Investment Management

Investment portfolios must be carefully positioned and aligned as determined by your need for income today, as well as income for several years!

Client Investment & Planning Reviews

Your investments are aligned with your specific goals and time-horizon that coincide with your current & future needs for income.