I Design, Then I Implement.
You had your interview with your advisor. You told them all that you expect and need for this relationship to be a success. When that information comes back to Infinity, it is my responsibility to do the analysis and the design of that particular plan.
I am a licensed and registered Securities & Insurance Investment Advisor who can complete the testing, illustrating, and design work. While collaborating with the advisor, I utilize cutting edge software and design modules to build a roadmap that will help you achieve your goal or solve a particular issue. But that is just half the story.
Next is implementation - I match your plan to the leading solutions that are available in our industry. Investments, retirement plans, insurance, whatever the case may need. A large part of what I do is to examine and vet out the offerings of the many financial companies. As an independent firm, we are able to use diverse offerings from top investment companies in the industry. It is my job to make sure that we do what is in the best interest for you.
Paul attended the University of Illinois and has been in the industry since 2007.