Here, every client can retire with the clarity, control, and lifelong calm they deserve.
When the paychecks stop, questions multiply:
Those uncertainties have been known to keep savers on the sidelines and dreams on hold.
Whether you’ve saved $50 thousand or $10 million, you'll receive the same custom portfolio design, teacher-first explanations, and a wide variety of personalized financial services you deserve:
life, health, long-term care, disability insurance
Where other advisors may offer a collection of cookie-cutter products, we deliver meticulous guidance to help you ensure every hard dollar has a purpose:
Meet our founder
CLU® (Chartered Life Underwriter)
Specialized training in life insurance and legacy strategies means your policies are thoughtfully designed to protect your family, preserve your business, and avoid waste—not sell you more than you need.
ChFC® (Chartered Financial Consultant)
This all-encompassing planning certification equips Paul to look at your entire financial picture—from investments to tax efficiency strategies to income in retirement—so you don’t have to juggle multiple advisors or wonder if your strategy is aligned.
Tap into these step-by-step guides and in-depth financial insights you can put to use today.
Book a no-cost 30-minute call and walk away with clarity and concrete steps needed to help transform financial uncertainty into a purpose-driven plan and a confident retirement future.
By the end of our planning strategy, you'll have:
Securities and Registered Investment Advisory Services Offered through Silver Oak Securities, Inc.- Member of FINRA/SIPC. Asset Planning Services and Silver Oak Securities, Inc. are separate entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
ARE-19097 | 26776 | 07/2025