As a Registered Investment Advisor, Richard W. Paul & Associates, LLC is legally required to act as a fiduciary. This means we are bound by law to always put your interests first. We must provide advice that is in your best interest, not ours. This fiduciary duty is the highest standard of care in the financial industry.
Investment Advisory Services are offered through Richard W. Paul & Associates, LLC, an SEC registered investment advisor. Insurance Services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.
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.
No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters.
Offices in Troy and Ann Arbor are offices of convenience and only used for client meetings.
Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
All complimentary white papers, reports and book chapters are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these materials you may be provided with information regarding the purchase of insurance and investment products in the future.
Big Three Retiree (B3R) is an initiative of Richard W. Paul & Associates, LLC. We are not affiliated with, endorsed by, or employed by Ford Motor Company, General Motors, Stellantis, or any of their subsidiaries or benefit programs.
Richard W. Paul & Associates, LLC
39555 Orchard Hill Place, Suite 100
Novi, MI 48375
(248) 305-9911