Testimonials

Dear Paul,

Thanks so much Paul. You have done an outstanding job managing our retirement accounts.

Dear Paul,

We cannot thank you enough for the incredible impact you’ve had on our financial lives. When we first sought your help, we were overwhelmed and unsure how to achieve financial security, especially in a tax-free income program. Now, looking back, we realize that we couldn’t have done it without your expertise and guidance.

Your deep understanding of financial planning and your personalized approach made all the difference. You took the time to listen to our concerns and goals, and you crafted a plan that was tailored to our unique situation. With your help, we’ve been able to secure our financial future in ways we never thought possible.

The strategies you introduced to us have ensured that our income is completely tax-free, providing us with peace of mind and financial stability. We now feel confident and secure, knowing that we have a reliable plan in place for our retirement.

Your dedication to our financial well-being and your unwavering support have been truly invaluable. We are so grateful to have you as our advisor and can’t imagine where we would be without your help. Thank you for everything you have done for us. We are happy and financially secure, all thanks to you.

Dear Paul,

Everyone at Founders Group worked so hard for us. Our dream has come true as we were able to retire 8 years earlier than we planned. The standard approach by Wall Street advisors would have had us working way past age 65. Our only problem is deciding where to go on our next vacation. Thanks to all of you.

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.

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.

Dear Paul,

Your use of Tactical Money Management has protected our stock market investments from major losses, met our risk tolerance and produced superb returns. Thank you so much!

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. 

Dear Paul,

I would like to express my sincere ‘thanks’ to all of you for your help and for working with me. I feel grateful for your advice + assistance, and I am glad to be working with you. I know you are helping me very much, both now and for my future. Thank you!

Paul,

Thank you for bringing so much more than subject matter knowledge to this seminar. Your energy, your humor and your passion brought it to life. I’ll never look at my 401k without thinking of you! Thank you! 

Paul, 

Thanks for waking us up! Now it is up to us to work hard! Thanks for the time you took in teaching us the skills & knowledge we need to be successful in our finances!

Dear Paul,

I just wanted to take a quick minute to thank you for taking time out of your schedule to come teach our finance class. You turned something we all feared would be boring + tedious + made it a fun & enjoyable, learning experience – a very rare talent. 

I have already been putting this knowledge to use at work and home, and I hope I continue to do so. 

Best of luck with Little League & your new marching band! What a great project! I hope I can do the same one day.

Thanks again for sharing your knowledge and experience. 

Paul,

Thank you for sharing with us not only your knowledge, but some of your personal history. And your time, and humor…I truly enjoyed the class and the learning experience. It has helped me understand some of the recent decisions my company made. 

From a personal aspect, I realize how poorly I have managed my money because of lack of discipline. Although it may take me a while to get into the single routine, I plan to continue to learn and invest. Besides “The richest man in Babylon” I have started reading “The Wealthy Barber.” Thanks again for your inspiration. 

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.

Dear Paul,

A note of thanks for doing your finance programs for our customers. The feedback as always was very positive. It was great to relax + share jokes with dinner. You are always welcome + feel free to drop in if out for a drive with mom and dad. (Please call ahead because 3 girls keep us on the go.) I’d love my family to meet you.

Dear Paul,

The class has been a good refresher cause for things I don’t use daily. You have taught me new ideas and techniques for investing and different approaches for increasing my retirement income coming soon. Thanks for spending the week with us and all the information you thought. Wishing you health and happiness in your next fifty years!