We Are Here To Help You
Achieve
Your Financial Goals

“TEAM EXPERIENCE SINCE 2002”

Paul Kessler

President / CEO

Paul Kessler is a graduate of the State University of New York at Fredonia New York with a B.S in Education. After a two year teaching experience, Paul realized that his true interests resided in the business world and he joined an industrial tooling company in Buffalo NY as a salesman. Within 3 years he had purchased an industrial tooling distributorship and doubled the firms business within another year.

After selling the business to an employee at a handsome profit he went on to have successful careers in Management Consulting focused upon showing small business owners how to recruit, select, train and manage the right employees whose behavioral traits matched the jobs necessary traits for success. His clients included large residential real estate firms throughout the northeast as well as financial service and insurance firms.

Today, Paul is extremely passionate about helping small business owners and affluent families create TAX FREE RETIREMENT plans, and reducing their taxable income as well!