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 on all sides. When that info comes back to Infinity, it is my responsibility to do the analysis and the design of the particular plan we are working on. I am a licensed and registered Securities & Insurance Investment Advisor who can do the testing, illustrating, and design work. While collaborating with the advisor, I utilize cutting edge software and design modules to build a roadmap for you that will hopefully get you to that goal or solve that 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 examine and vet out the offerings of the many financial companies & instruments out there. As an independent firm, we have the luxury of using diverse offerings from the top investment companies in the industry. It is my job to make sure that we do.
Paul attended the University of Illinois and has been in the industry since 2007.