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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 National Financial Services, a Fidelity subsidiary, 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.

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Plan To Achieve Your Financial Goals. Plan With Us.    Schedule a Free Consultation

Read, Watch & Listen

Curated articles, videos, and more for a more financially savvy you.

Zero-Tax Strategies

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.

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Financial Planning

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.

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Investment Management

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? 

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Long-Term Care

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.

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Our Blog

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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