Meet Paul Ewell
Paul Ewell
Wealth Advisor/Financial Educator
financialfoundations@paulewell.com
Paul Ewell has been helping small business owners and individuals with retirement planning for 31 years.
His focus has been taxed-advantaged as well as assisting clients with income that they can't outlive. He has extensive experience in planning for the unexpected and making sure clients can avoid the drawdowns and risks one can encounter during these unforeseen events. Some of these include Longevity Risk and Tax Risk. The longer we live the more risks we face. One of biggest risks retiree's face is Long Term Care Risk and only 16% of Advisors discuss this risk with their clients. Tax risk is another concern those near and in retirement face.
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. Planning is key.
Taking the time to plan and measure your Financial Readiness is to allow me to prepare your "Retirement Performance Score". The link is on the opening page of this website.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.