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
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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.
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.
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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.