WHO WE HELP

Nice People

  • Have at least $500,000 or more in investable assets (excludes home)

  • Who value Collaboration with the professionals working for them and want to work with them.

  • Team Player- if married, having your spouse involved in the planning and decision making process

  • That are willing to learn and act on advice.

What to Expect

Goal based planning

Having your money work for you and your goals- not reacting to the latest talking head on the news channel, but sound evidence based investing for you

Clarity

Clients appreciate knowing where their money and is where it is invested, but more importantly, what their money can do for them -related to their situation and life goals.

Organize and Simplify

Having assets in a place so we can easily see the whole picture and work towards your goals accordingly.

Understanding

“No Such thing as “Dumb” question…except the one you didn’t ask.”

Realizing most families and schools do not discuss money matters, We strive to help educate our clients so that they have a better understanding of how their money can work for them.

Unbiased honest advice

Money is emotional and touches most everything in life. Working with an objective CFP, together we make more rational decision and help improve your life based on your goals.

Fiduciary

Working in your best interest- not for some firm on Wall Street or some Insurance company in Iowa, or for my benefit- but your benefit.

I am a CFP and take it to heart in all that I do professionally.

Encouragement

We look at Today and move forward towards your goals. Everyone has made money mistakes- the focus is to move forward from them so we can make better decisions tomorrow.

…After all, you’ve worked hard for your money, let’s get it working hard for YOU!

Life’s constant is change.

Sincere financial guidance through all life’s transitions.

Transitions can pose challenges and opportunities. Navigating the transitions with a Fiduciary advisor can make all the difference in keeping an eye out to improve your financial situation.

Paul joined the financial services industry over 25 years ago with the goal of helping others, he continues to that practice today.

WOMEN

Women face many financial challenges and need to prepare more. On average, women:

  • Tend to look after their health better

  • Live longer than men

  • May have taken time off to care for family members

This means women may have fewer years—and less money—to save for a longer retirement than their male counterparts. 

Paul specializes in helping you overcome these unique financial challenges so that you can live out your biggest passions without fear.   

Are your finances resembling a cluttered attic?

Are old 401(k)s, IRAs, and investments scattered across different companies?

While it might seem convenient at first, this asset clutter poses more risks than benefits. Having multiple accounts makes it challenging to track your overall financial health and can lead to overlooked investments, resulting in missed opportunities for growth.

Moreover, maintaining numerous accounts means paying multiple fees, which can eat into your returns over time.

Worse yet, if you're not actively managing these accounts, you could be exposing yourself to unnecessary market risks or missing out on potential tax advantages.

Simplify your financial life and safeguard your future by consolidating your assets—tidying up your financial attic might just lead to newfound clarity and peace of mind.

Ex-Pats

Embarking on an international life journey brings with it the thrill of new experiences and the complexity of navigating finances across borders. At I.D. Financial, we specialize in transforming these challenges into opportunities for our expatriate clients.

With more than 25 years of experience, we understand the intricacies of managing wealth where-ever you are in the world.

  • Making sure you have money for living expenses,

  • Forms needed to help complete foreign and US tax requirements,

  • To disbursement of funds in US Dollars or Local Currency, depending on your situation.

  • As well as general guidance in getting you settled in your new locale.