About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.


  Paul Kramer, CFP®

Certified Financial Planner® professional

Paul has been working in the financial services industry since 2000 and treats his clients with the same care, respect and no pressure approach that he expects from the professionals he deals with. He enjoys passing on the knowledge he has attained to help his clients by informing them on the most effective implementation of their financial plans and to help them remain on track and accomplish their goals.

Paul works as an independent Certified Financial Planner® professional. This means he works for his clients and is not tied to any one provider of services. As an independent Financial Advisor, Paul has the ability to scan and search a variety of product offerings in the investment market. This way his clients can be assured that they are getting the best possible investment advice, without any bias.

As well as being a dealing representative for mutual funds, Paul works as a broker for insurance. This allows him, again without bias, to shop for the best insurance to meet his client’s specific needs. There are five important types of insurance which Paul focuses on: Life insurance, Critical Illness Insurance, Disability Insurance, Medical/Dental Insurance and Group Benefit Plans.

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