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If you’re looking at your account statements, trying to figure out where you stand financially, we’ll be the first to say, please don’t go it alone!
When so much feels outside our control these days, there’s no reason to put off talking to someone who can help you regain control.
In fact, in the past few weeks, we've had many conversations with people who are trying to make sense of our world right now.
Give us a call and let’s talk about your biggest concerns. We promise to answer your questions and give you an objective assessment of your financial position - at no obligation whatsoever.
Many things feel outside our control these days. Your financial strategy shouldn’t be one of them.
To sign up for a phone consultation, please fill out the form below. We’ll get right back with you to set a time that works for you.Schedule a Phone Meeting
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.