Nate S.
6/19/2015
Best decision I have ever made! Paul knows his stuff. Such an amazing people person. He would bend over backwards to help anyone. He made my investments almost double in the first two years. I...
Paul Mosley - Ameriprise Financial
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70 Scott Dr Ste B
Lake Havasu City, AZ 86403
History
Paul Mosley, CFP, LUTCF became an Ameriprise Financial franchise and was open for business October 10, 2013. My Approach I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture -- cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals. Community Participation I have been a member of the Sunrise Rotary here in Lake Havasu as well as Golden K Kiwanis. I am also a member of Havasu Gold Seekers and enjoy looking for gold in the mountains surrounding Lake Havasu.
Specialties
Areas of Focus Retirement Income Strategies Wealth Preservation Strategies Saving for Education Family Finances Cash Flow Management Strategies Charitable Giving Retirement Plan Distribution Tax Planning Strategies Insurance Retirement Planning Strategies Executive Compensation and Benefit Strategies Investments Domestic Partner Planning Estate Planning Strategies
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