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What We Do

Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

Financial Services

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

At Richard W. Paul & Associates, we offer you the following services:

Retirement Income Strategies

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Wealth Accumulation

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Asset Protection

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Life Insurance

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Long-Term Care

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IRA & 401(k) Rollovers

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In addition, we can refer you to professionals who provide the following services:


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Charitable Giving

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Estate Planning

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Tax Planning

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IRA Legacy Planning

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Ready to take the next step?

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

Schedule a zero obligation consultation today!

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Retirement Is Right Around the Corner

In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.

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