Paul Allen (CFP®, EA)
Paul Allen focuses in the
following client markets or areas of practice:
- College/Education Planning
- Entrepreneurs
- Federal Employees
- Generation X
- Real Estate Investments
- Tax Planning
- College/Education Planning
- Entrepreneurs
- Federal Employees
- Generation X
- Real Estate Investments
- Tax Planning
Planning Specialties
Additional Information
When I was on active duty with the US Navy I couldn't find the kind of financial advisor I wanted - so I became one. Then I opened my own firm so I can provide military and veteran families with access to a fee-only, fiduciary CFP® Professional at a price they can afford. No sales, no judgment, no pressure.
- The SBP Decision
- Best TSP Strategies
- VGLI or something else
- How to avoid a big tax hit
- College planning with the GI Bill
- Opening your own business
NAPFA Start Date
August 01, 2016