Paul Hein MBA CFP

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As an independent financial advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances,with the goal of having it work with you and for you at every stage of your life. My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make together will be focused on achieving the results you want. My mission is to provide you with proactive and vigilant advice and service.