Paul Carpenter has found clients always have One Big Question when thinking about retirement: “Are We There Yet?”Paul Carpenter’s “Are We There Yet?” Planning Process is easy to understand and provides many insights for clients who want to responsibly manage their life journey and prepare for their financial future. With Paul, you won’t hear any confusing financial jargon, just plain English. On the road to retirement Paul will help point you in the right direction so you gain confidence and understanding to get you there according to plan. The road to successful retirement has many bumps and turns. Paul’s “Are We There Yet?” Planning Process will help you answer the important questions that will steer you along the right retirement course:
*Investment and financial planning services are offered by Paul Carpenter through his affiliation with Avantax.