Richard W. Paul & Associates, LLC

Richard W. Paul & Associates is an independent financial advisory firm serving clients throughout Michigan. We pride ourselves in being a family-owned and operated boutique firm working specifically with retirees and pre-retirees. Because we work with a niche market, we can provide personalized service without sacrificing the tools and strategies available at big-name brokerage firms.

This material has been prepared for informational purposes only. It should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, investment, accounting, or other financial advice. You should consult your own tax, legal, financial, and accounting advisors before engaging in any transaction. All references to potential future developments or outcomes are strictly the views and opinions of Retirement Approved.