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- 617-416-4196
Inclusive, Client-Centered Financial Guidance for Landing Success
Helping clients from all walks of life build stability, reach their financial goals, and thrive in every life stage with confidence and clarity.
Tailored for individuals preparing for retirement, navigating life transitions, and clients with significant assets.
Flat-fee, tailored financial plans designed to meet your needs — saving for early retirement or managing wealth post-retirement.
Dedicated portfolio management with no additional planning fees for clients with $1 million or more in assets.
We specialize in personalized financial services tailored to the unique needs of clients, with a focus on those aged 40-70 who are planning for a secure retirement or managing substantial wealth. Our inclusive approach, welcoming both gay and straight clients, highlights the diverse needs of each client. With Paul's experience and guidance, you'll find a calm, informed approach that prioritizes thoughtful decision-making and steady financial growth
Trusted By Over 250 Investment/Tax Clients
Expertise You Can Trust, Guidance You Can Rely On
With over two decades of experience, Paul Michael Financial has earned the trust of clients seeking clarity and security in their financial journey. Our inclusive, relationship-focused service welcomes all clients, providing professional guidance for those planning retirement or managing significant wealth.
Benefit from Paul’s calm, steady approach and personalized strategies tailored to your unique needs-whether you’re saving for early retirement or navigating life’s transitions. Our flat-fee financial planning and dedicated portfolio management ensure you make informed decisions with confidence.
Our clients achieve lasting financial growth by avoiding emotional decisions and focusing on long-term goals. With Paul as your trusted partner, you’ll enjoy having clarity and a clear path to financial security.
Chairman and CEO
Paul M. Rotell - MBA, CPA, CFP®
Paul’s goal is to provide clarity and a sense of security as clients navigate their financial journey. Known for his calm, steady approach, he serves as an anchor for clients, helping them avoid emotional decisions and stay focused on their long-term goals.