General Info

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Our company is based on the principle that education and understanding of your current financial situation is vital to make prudent decisions for your financial future. Paul E. Muhich, CFP founded the firm in April 2001 as an independent Certified Financial Planner, a Chartered Financial Consultant, registered representative, investment advisor representative, and insurance agent. He began his insurance career in 1994 and his investment career in 1996. His years of experience have led him to believe that he is better able to serve your needs as an independent practitioner. Behind the scenes, he is supported by literally hundreds of dedicated professionals from the various investment and insurance companies whose products we offer. His staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.