Most people spend more time planning a vacation than planning for retirement. We believe that a financial plan is needed for clients in all phases of their lives, and is cornerstone to any investment strategy. Our process is as follows:
Paul Murray is an Accredited Investment Fiduciary® (AIF®), and believes that every investor must address the Four Major Risks for to every investor: Tax Rate Risk, Market Risk, Longevity Risk, and Long-Term Care Risk. Our financial plans address these and other risks to ensure you meet our goals and can achieve a secure financial future. Contact us to learn more about our financial planning services.