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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:

Probate

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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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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

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