The Team

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

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Plan For Your Future

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. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

Testimonials From Our Valued Clients

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

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

Dear Paul,

I wanted to let you know that I thoroughly enjoyed your seminar in Atlanta. I have taken several seminars in the last several years, and you are one of the best facilitators I have come across. You said you hoped you would touch at least one person in the class. You definitely touched me and the timing is perfect. 

Just before I went to the seminar, my wife, Kathy, and I were discussing finding a financial planner. I learned more about personal finance in your class that I could have ever hoped to, and would like to take you up on your offer to do an analysis of our current financial situation. 

David M.