- Financial Foundations
Paul Ewell has been helping small business owners and individuals throughout the west with retirement planning for 29 years.
His focus has been taxed-advantaged as well as income-based and well-managed investment accounts. He has extensive experience in planning for the unexpected and making sure clients can avoid the drawdowns one can encounter during these unforeseen events.
His goal is to educate and help those that otherwise find it challenging to negotiate their way to a truly diversified, properly managed, tax-efficient and low-cost retirement plan.
Paul is also an active member of the SOFA, Society For Financial Awareness. He has taught numerous classes on retirement at the local community college. These courses are conducted all across the country and are designed to increase awareness about financial issues so that pre-retirees can make informed decisions about their retirement.
LICENSES & ACCREDITATIONS
- Society For Financial Awareness Member (SOFA)
- Life, Accident & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Income Planning
- Asset Maximization
- Wealth Protection
- Annuity Specialist