Straight answers to the questions we hear most.
It's a relaxed conversation — usually 45 minutes, in person or by video. Paul learns about your situation, answers your questions, and tells you honestly whether he's the right fit. There's no pitch, no obligation, and no charge.
Most clients are pre-retirees within 5–10 years of retirement, recently retired couples, business owners planning a sale, and successful savers concerned about taxes and required distributions.
Paul is transparent about fees and discusses compensation clearly during your first meeting. Plans are designed around your needs — not around products.
Paul is based in Draper and primarily serves families across Utah and the Wasatch Front, but works with clients across the country when there's a strong fit.
Most clients meet with Paul at least twice a year for plan reviews, plus on-demand whenever life, taxes, or markets call for a check-in.
Yes. Paul actively coordinates with your other advisors so every part of your financial life is moving in the same direction.
Client information is held to strict privacy and security standards, and Paul only uses vetted, industry-standard custodians and platforms.