Paul is a co-founder of PIM Tax Services, Redeployment Wealth Strategies, APFORIA LTD, The Military Financial Advisors Association, The Military Tax Experts Alliance, The Military Financial Readiness Objective, and the MQFP® Advisory Committee. He also serves as the Director of the CFP and AFCPE Board Registered Program at the Regent University School of Law, where he is also an adjunct professor of financial planning. Paul holds an MA in Financial Planning and Law, is an enrolled agent of the IRS, and holds the CFP® and MQFP® certifications.
A discussion of the elements that would need to come together to construct a firm that provides the best financial coaching/counseling/planning/advising/management military and veteran ...