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Events & Classes

Paul Ferraresi instructs the class on the Sequence of Return Risk within his Social Security Retirement class.

Events & Classes

Don’t leave your financial security to chance – Learn the fundemental strategies to maximize your retirement income and ensure a comfortable and stress-free retirement.

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Paul Ferraresi

Founder & President, Founders Group, Inc.

Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons.

Testimonials From Our Valued Clients

Dear Paul,

I wanted to thank you for teaching the fundamentals of finance in San Francisco in January. Your energy, depth of knowledge and most of all your passion were greatly appreciated. Also, thank you for the extra time you gave us to teach personal finance, it was the most helpful.

Wendy H

Paul, 

You educated us on a Living Trust, helped us create and implement it. I was heartbroken when my husband died. You were correct as it only took a week to transfer all the assets with no probate fees or time delays. I see other friend members that are still in probate 5 years after the death of their loved one.

Susan and Richard B.

Dear Paul,

Before I started working with you, I felt lost and uncertain about my financial future. The array of options and the complexity of financial planning were overwhelming. However, from our first meeting, your comprehensive approach and extensive expertise provided me with a clear sense of direction.

You took the time to understand my unique financial situation and goals, offering personalized guidance that was easy to understand and implement. Your seminars were incredibly informative, and I gained valuable knowledge that empowered me to make informed decisions about my finances.

With your help, I’ve been able to create a solid financial plan tailored to my needs. I’ve achieved significant milestones, such as saving for retirement, building an emergency fund, and managing my investments more effectively. Your support and advice have given me the confidence and security I needed to pursue my financial goals.

I now feel a sense of financial freedom and peace of mind, knowing that I have a trusted advisor guiding me every step of the way. Thank you for your dedication and for making such a positive impact on my financial well-being. I highly recommend your services to anyone seeking clarity and direction in their financial journey.

Carol H
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