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As fiduciaries, we adhere to the highest professional standard to always act in your best interest.
Our mission is to help you preserve your assets so you can realize your financial goals and retirement objectives. Richard Paul, CFP® and Steven Paul, CFP®, are experienced professionals with a highly trained team that have your best interests at heart.
We are committed to staying at the forefront of retirement planning through continuing education, research, leadership and teaching activities. The well-being of our clients is the primary focus of our practice, and we treat each client as we would a member of our own family.
You know where you want to be. We can help you get there. Let's work together to create a custom retirement strategy that allows you to retire confidently.
Whether you are getting ready to retire, or already enjoying retirement, our team of professionals at Richard W. Paul & Associates can help you determine a strategy that may be appropriate for your financial situation.Get to know our team
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Investment Advisory Services are offered through Richard W. Paul & Associates, LLC, an SEC registered investment advisor. Insurance Services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.
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.
No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Offices in Troy and Ann Arbor are offices of convenience and only used for client meetings. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. All complimentary white papers, reports and book chapters are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these materials you may be provided with information regarding the purchase of insurance and investment products in the future.