Paul has been helping his clients with Financial and Estate Planning for over 15 years. Born and raised in the Midwest, and having lived on both the West and East Coasts, he has a wide range of professional and personal experiences. After graduating from Indiana University, he enjoyed a 10 year career as a PGA golf professional before beginning his career in the financial services industry.
Paul helps business owners, families, and individuals align their financial decisions with long-term goals. With expertise in investment and estate planning, tax strategies, and succession design, he delivers clear, actionable guidance that supports both enterprise growth and personal legacy. His approach is rooted in trust, transparency, and results.
A complimentary review will provide 1 of 2 things:
1. An opportunity to potentially improve your situation.
2. Confirm you are in the best position possible.
Schedule your meeting with Paul at:
Cell: 520-444-2844 (voice only)
Direct: 728-229-8036
E-Mail: Harvey_Paul@nlgroupmail.com