Michael is the president of The Paul Group in Philadelphia, PA. With a background in accounting from Penn State University, Michael opened up shop in order to bring financial stability to his clients. His company works with his clients on strategies to achieve personal financial goals as well as protect them from the uncertainties in life.
Transcript
>> My name is Michael Paul and I'm a financial advisor. My practice primarily focuses in 2 areas. On an individual basis I help my clients designing tax efficient insurance and investment strategies. And on a corporate basis, working with companies in design and administration of buy sell plans and formal funding of nonqualified executive benefit plans. My day is strictly financial services. It's speaking to the clients, it's a sales role, and it's a service role. Whatever you sell to your clients you have to be able to service your clients. And I believe that honestly if I can't service it. I don't want to sell it. Well, it's broad-based planning for a lot of people but my real niche is tax planning and helping people design efficient life insurance strategies, looking at their gift tax planning, looking at their estate planning and how can we minimize the imposition of gift and estate taxes in their overall financial world.
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