Richard W. Paul & Associates is an independent financial advisory firm serving clients throughout Michigan. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
We’re committed to educating our clients about their investment options so that they can make sound decisions on their financial path. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
We're proud that this is a family business that also has the tools and strategies that are available at larger firms. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
As the president of Richard Paul & Associates, Richard Paul is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Rich is the author of "The Baby Boomers' Retirement Survival Guide: How to Navigate Through the Turbulent Times Ahead". As a leading retirement professional and host of "The Rich Paul Show" on WJR News/Talk 760, Rich has been educating residents throughout Oakland County and the greater Detroit area on progressive personal finance and retirement planning strategies for more than 25 years. Rich works to provide comprehensive financial planning strategies to retired and pre-retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. A firm believer in achieving success through a personalized strategy, he acts as a financial coach and works to optimize clients’ unique financial situations by managing and minimizing financial risks and tax liabilities while positioning accounts for continued growth — regardless of market volatility.
Rich holds his life and health insurance licenses in Michigan and Florida and is a Certified Financial Planner™ (CFP®), a Certified Estate Planner (CEP®), a Registered Financial Consultant (RFC®) and a member of the Society of Certified Senior Advisors (CSA®). He is an Investment Advisor Representative (IAR), permitting him to advise on a variety of investment strategies, as well as a Certified Tax CoachTM (CTC) and a member of the Financial Planning Association (FPA).
He has been honored in Kiplinger's Personal Finance magazine’s "Who’s Who of Michigan's Certified Financial Planners™," named a Five Star Wealth Manager by Hour Detroit Magazine in 2011 and featured as one of America’s Premier Experts.® Most recently, Rich has been recognized as a "Financial Trendsetter" in USA Today.
Steven Paul is an Investment Advisory Representative at Richard Paul & Associates.
Steve holds his life and health insurance licenses in Michigan and Florida. He is a Certified Financial Planner™ (CFP®) and completed the CFP Board required curriculum through Eastern Michigan University and Kaplan. He received his bachelor’s degree from Wayne State University, majoring in economics.
Steve and his wife, Michelle, are the proud parents of their new daughter, Shay. In his free time, Steve enjoys spending time with family, golfing, playing tennis and watching Detroit sports.
Matthew Paul is an Investment Advisory Representative at Richard Paul & Associates.
Matthew holds his life and health insurance licenses in Michigan and Florida. He is a Certified Financial Planner™ (CFP®) and completed the CFP Board required curriculum through Eastern Michigan University and Kaplan. He received his bachelor’s degree from Michigan State University, majoring in economics. He is also Series 6 and 63 licensed and is a Registered Representative with GF Investment Services, LLC.
Matthew and his wife, Rachael, reside in Whitmore Lake. They have a husky terrier, Max, who occasionally visits the office. In his free time, Matthew enjoys Detroit sports, boating, and spending time with family & friends.
Taylor is a graduate of Texas A&M University and moved to Michigan in the Summer of 2015. She is an Investment Advisory Representative and Chartered Retirement Planning Counselor℠ desginee. She also holds her Life and Health Insurance License in addition to the Series 65 and Series 7 licenses.
Taylor's primary duties include the on-boarding of new clients, as well as handling miscellaneous client service requests. Taylor resided in Wixom with her fiancé, Corey, and has a husky named Luna and a cat named Katinis. In her spare time she enjoys going out on the lake and yoga.
Chris graduated with a Bachelor of Science Degree in Economics from Michigan State University. Prior to joining Richard Paul and Associates, Chris held various positions at firms including New York Life and Morgan Stanley. Chris has had extensive involvement in identifying clients’ unique needs, as well as helping clients in developing and implementing strategies to accomplish their financial goals and objectives.
Chris is currently in the process of obtaining the prestigious Certified Financial Planner™ designation.
Chris enjoys spending time with family and friends, watching football, playing golf and traveling with his girlfriend, Natalie.
Matthew is a graduate of The University of Michigan-Dearborn where he received a bachelor’s degree, majoring in finance. Prior to joining Richard W. Paul & Associates Matthew held various positions in the financial services industry. He holds his Life Insurance License in addition to the Series 66 and Series 7 licenses.
Matthew and his wife, Danielle reside in Livonia. They have a cat named Miggy. In his free time Matthew enjoys going to the movies, Detroit sports, traveling and spending time with family and friends.
As the former President and CEO of Gleaner Life Insurance Society, Ells brings a wealth of experience in the Insurance and Retirement Planning areas. Ells' primary duties consist of handling Public Relations for the firm and new client acquisitions.
Klaudia is the first face you’ll see when you walk through the door. She is the acting receptionist and the main point of contact for scheduling an appointment. She also assists in coordinating client events. In her spare time, Klaudia enjoys spending time with her two children, Dominic and Ariana.
Bepin focuses on the analysis of prospective clients’ investment portfolios and helps to coordinate the financial planning process all the way through the creation of the financial plan. Bepin is also a great resource for any account related questions. He is a graduate from Albion College with a degree in finance. He is currently pursuing the prestigious CFA designation and has passed the CFA Level I Exam and is a CFA Level II Candidate.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at (248) 305-9911.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.