1501 Lower State Road
Building D, Suite 206
How Do You Define Wealth?
Your goals. Your values. Plan with us.
How much after-tax income will you have in retirement?
We see higher taxes in your future due to our increasing National Debt, and Social Security and Medicare shortfalls. Plan with us.
What's Your Plan For The “What-Ifs” In Your Future?
Plan to be prepared for the unexpected. Plan with us.
It's your life and you should live it the way you want. We believe that knowledge leads to independence. Together we’ll leverage your goals with smart financial advice to ensure you’re in the driver's seat for years to come.
Paul Murray has worked hard to become the best at what he does, from acquiring the most prestigious professional designations, to seeking new opportunities for continuing education, including exclusive membership in Ed Slott’s Master Elite IRA Advisor Group. As an Accredited Investment Fiduciary®, he provides advice that we believe is in our clients’ best interest according to their financial goals.
We custody our clients' investment assets with TD Ameritrade Institutional, and we provide our clients with access to financial planning and performance reporting portals so that they are aware of our progress 24/7, on demand, from any mobile device or computer.
Don’t be satisfied with tradition. Let us help you take control of your assets and your future to free you to live the life you want. Plan to achieve your financial goals. Plan with us.
Curated articles, videos, and more for a more financially savvy you.
We believe our country’s fiscal challenges will result in higher taxes in retirement. But our clients have learned how to save and shift their assets to achieve the 0% tax bracket in retirement.
Our financial plans address the “what-if’s” that may occur in your future. We focus on your financial wellness, and in meeting your unique goals and needs at each phase of your life.
We know you have many investment choices. But how do you find the strategy that best meets your risk tolerance, goals and needs, at the lowest possible cost?
Many people turning 65 will have a need for long-term care. Failure to plan could result in a premature spend-down of your assets. We help make sure you and your family are prepared if you need long-term care.
Two young kids. A new home. Two incomes. We helped them create a financial plan that prioritized savings for college, vacations, major lifetime events, and home improvements. And we helped set up the right tax-efficient and Federal Tax-free accounts to achieve their goals. We even found ways to protect their income. They track it all in our mobile app.
In their early 50's and realizing that college costs are higher than expected, we helped them prioritize goals and consolidated their many financial accounts into fewer, more efficient tax-efficient or Federal Tax-free accounts. The financial plan we developed set a course for a tax-free retirement in 15 years, and we meet annually to review our progress.
Savings look good, but their assets are piled high in fully taxable accounts. We developed a financial plan to shift and reposition their assets to maximize after-tax income in retirement. We found ways to address the potential need for long-term care and to increase the net value of their estate. And we established risk-managed investment strategies to improve their plan's success.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Choosing a Retirement Plan that Fits Your Business
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