Richard W. Paul & Associates, LLC
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.
Despite efforts to be accurate and current, this website may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed. Past performance is not indicative of future earnings or results. There is no guarantee that any investment plan or strategy will be successful.
Members of our team are licensed insurance producers through Midwest Financial Consultants, Inc., an affiliate of Richard W. Paul & Associates, LLC, and may receive commissions on insurance products, including annuities. Additionally, when we recommend rolling 401(k) or pension assets into an IRA managed by our firm, our compensation generally increases. Alternatives — including leaving assets in your existing plan or rolling to a new employer's plan — may be available and appropriate. These arrangements present conflicts of interest, which we address through our fiduciary process. You are under no obligation to roll over assets to our firm or to purchase any insurance product through our affiliate.
Any individuals quoted on this site or in our publications are not affiliated with, endorsing, or compensated by Richard W. Paul & Associates, LLC. Quotes are used for editorial purposes only.
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