What We Do

Helping You Make Smart Financial Decisions

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We know that a secure financial future has more to do with after-tax income than how much you've saved, and that a failure to plan is a plan to fail. Paul Murray leverages his 20 years experience as a financial planner to help clients make smart financial decisions in all areas of their lives.

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Here are a few of the most important financial services we provide.

Zero-Tax Strategies

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

Financial Planning

Our financial plans address the “what-if’s” that may occur in your retirement. We construct tax-efficient income streams to meet your unique goals and needs at each phase of your life.

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Investments

Investments

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? Discover our risk-managed models.

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Long-Term Care

Long-Term Care

Many people turning 65 will have a need for long-term care at some point in their lives. We help make sure you and your family are prepared if you need long-term care, and provide strategies to protect your assets.

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