Financial Planning Services

Personalized Strategies For Your Financial Freedom

Paulo Financial Advisors offers multiple personal financial advisory services to individuals and families. We take pride in the financial success we have been able to provide our clients since 2004.

Wealth Management

The wealthier you become, the less a standard "basic" wealth management solution will work for you. To create the right strategy for you we may look at things such as Retirement Planning, Estate Planning, Investment Services or other financial services.

Wealth Management Services

Retirement Planning

Planning for a financially free retirement is one of life’s biggest challenges. We work with you now, so that you are able to do the things you love during retirement. Whether you are in the early stages of planning or retirement is just around the corner, we can help.

Retirement Planning Services

Estate Planning

Statistical studies show that 55% of Americans die without a will or estate plan. Let’s make sure you’re not one of them. We’ll work as part of your team, alongside attorneys, accountants and any other professionals relevant to your needs. We have a trust and estates attorney in house.

Estate Planning Services

Financial Consulting

PFA Financial Consulting services include Financial planning, Investment services, insurance reviews, death and disability reviews and more. You have unique needs. We have a team ready to help with whatever life throws at you.

Financial Consulting Services

For Women

Women have different life journeys, and in many cases, different financial needs than men. Our team will sit down with you to understand where you are currently and how you picture your future. We work to educate you every step of the way and make decisions with you, not for you.

Financial Services for Women

Advisory Services Pricing

We are a fee only investment advisor which means we don’t take commissions. When you work with us as an investment advisor, we charge a percentage of assets under management (AUM). If you choose to work with PFA as a financial consultant for a once off project, or on a consulting basis, we charge an hourly or per project rate. Learn About our Financial Advisory Services Fees.