Paul Krause is among the leading experts helping people develop financial efficiency with their investment portfolios.
Paul has been working with individuals and families between Stuart Florida and Long Island, NY to better their financial futures using cutting-edge strategies over the last 40 years.
Today, Paul and his son Kevin belong to an elite group of 20 advisors across the country that are viewed by the industry as experts in helping people maximize their lifetime wealth potential. We educate our clients and prospective clients about what the future impact will be of the financial decisions they are faced with today.
Families are facing difficult financial decisions everyday without having anyone to turn to for advice. Many of these decisions result in loosing money (ie Wealth Transfers) without even realizing it. Our goal in working with you is to help you identify these wealth transfers that you aren’t aware of, yet exist in your present financial position. Why is this important? We will advise you of choices and decisions that will re-direct these monies that otherwise are being lost (wealth transfers) back into your pocket, or portfolio, so that you keep the money that presently is being lost without even realizing it!
Most of the strategies that we recommend are targeted at maximizing wealth accumulation while at the same time mitigating or even avoiding market losses and taxation! Our recommendations offer a level of security for our clients to enjoy peace of mind and a quality of life that is worry free! This is accomplished through you having greater safety, choice, control, and predictability of where you have your monies allocated.
LICENSES & ACCREDITATIONS
- Certification in Long-Term Care (CLTC®)
- Financial Professional
- Property, Casualty, Life, Health & Annuity Licensed
- Stocks, Bonds, Mutual Funds
AREAS OF EXPERTISE
- Long-Term Care Planning
- Building Tax Free Retirement Strategies
- Teaching clients “How Money and Wealth Accumulation Really Work”