Call Us
Get Roger Ibbotson’s fixed indexed annuities whitepaper that Rich & Steve mentioned on the radio show.

Download the whitepaper!

Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.


Please do not put off future planning

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.

Request Customer Care Needs Analysis
Name*:
Phone Number*:
Email Address*:
Comments:
  • Privacy Policy | Terms of Use

    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. Midwest Financial Consultants, Inc is an Insurances Services Firm. Investment Advisory Services offered through Richard W. Paul & Associates, LLC. Matthew Paul & Matthew Dombrowski are Registered Representatives with securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Richard W. Paul & Associates and JWC are unaffiliated entities.