Paul focuses on pre and post-retirement planning. Paul has helped hundreds of families plan for and experience retirement with the tools necessary to see them through the best years of their lives. Paul specializes in retirement income strategies, including Social Security and Medicare planning. Managing your retirement income is an ongoing process that begins when you retire and continue throughout your remaining life. Protecting your assets during retirement is just as important as building those assets in the first place.
Paul has earned a Doctorate Degree in Education (Ed.D.) from the University of Massachusetts (Amherst). He holds the Chartered Retirement Planning Counselor (CRPC) designation. Paul resides in Hampden, MA with his wife, Judy. They are the parents of two sons. Paul is active in his local community having volunteered with several non-profit boards & organizations. He enjoys traveling and is an avid photographer.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Paul’s Licenses and Disclosures