Broker Check

Financial & Retirement Planning

  • Retirement income planning
  • Roth conversion strategies
  • Executive compensation strategies
  • Social security analysis
  • Pension analysis
  • Education/college funding strategies

Investment Management

  • Asset allocation
  • Macroeconomic research
  • Equity & fixed income research
  • Fiduciary advisory solutions
  • Washington D.C. policy research

Estate Planning & Charitable Giving

  • Family wealth transfer techniques
  • Estate plan reviews
  • Charitable giving strategies
  • Income & capital gain tax considerations

Risk & Liability Management

  • Life insurance needs analysis
  • Long term care planning
CFP<sup>&#174;</sup> Certification

CFP® Certification

The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. As a CFP® professional, Andrew leads The Paulson Group's advanced planning strategies for clients.

CFP® professionals take a holistic, personalized approach to bring all the pieces of a client's financial life together. As part of the CFP® certification, Andrew has made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client.

For more information about our firm and the services we offer, please send us an email or call our office. We would welcome the opportunity to speak with you.

ThePaulsonGroup@rwbaird.com |  248-723-7300