After 15 years as a sole proprietor, Paul Conner established Conner Financial LLC in 2020. Paul takes pride in serving people and solving their problems with authenticity. Paul works to help his clients with separately managed accounts.

His specialty is tax-advantaged strategies, even tax-free retirement income. He was led down this path after watching others in this industry follow traditional thinking and ill-advised assumptions that result in improper planning. So, Paul works with his clients to provide professional guidance for risk avoidance, education, awareness of legislative changes, long-term care planning, estate planning, and knowing how and when to claim Social Security benefits.

A primary concern for many people is that they will outlive their money and not have enough for a comfortable retirement.

Paul’s mission is to alleviate that concern and serve clients by always operating with integrity, professionalism, and transparency. Paul believes in giving everyone his best to deliver the unique experience and guidance they require to meet their goals. Paul aims to be on top of legislative changes, work to make your money last throughout your retirement, avoid unnecessary risks, explain how money and taxation work in an increasing tax environment, and have access to capital.

Let’s schedule a discovery meeting and begin the process of preparing for your future.