Paul works with professionals, individuals, small to medium size business owners and their key employees, to address their individual needs. With the many tax law changes the "fringe" part of fringe benefits to the highly compensated has been eroded. We bring experienced creativity, implementation, and direction of qualified and non-qualified plans in an effort to retain more of what our clients work hard to earn.
Specializing in servicing the needs of individuals, closely held businesses, the entrepreneur and those working on safely increasing their investment and retirement rate of return.
Clients come to us because Paul’s approach to solving their needs is client-driven; tailoring practical solutions to meet a clients particular goals and resources. Paul is committed to excellence in his work on behalf of his clients and defines excellence in the clients’ terms, not his own.
* Property and casualty coverage and all healthcare coverage offered in association with other independent brokers.
Discount Term Life Universal Life
Whole Life Variable Life‡
Index Universal Life Disability Income Protection
Overhead Expense Coverage Disability Buy-Sell Coverage
Salary Allotment Programs Mortgage Protection Plans
Private Pension Plans Pensions Plans
Split Dollar Coverage Buy-Sell Funding Coverage
Executive Bonus Deferred Compensation Plans
Key Person Coverage
IRA’s and IRA Rollovers‡ 401(k) Plans‡
Auto & Homeowners* Business Liability*
Umbrella Coverage* Property Coverage*
Long-Term Care Coverage Individual Health Coverage*
Group Health Coverage* Dental Coverage*
Annuities – Single Premium, Deferred, Indexed, Immediate &Variable‡
College Savings Plan – 529 Plans‡
Individual Reviews & Testimonials
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