Benefiting at work from Brain Based Insights

 

I was thrilled to discover that Dr. Paul Hill, President of  Professional Financial Strategies … in Pittsford, New York … was just honored for the third year … in Wealth Manager’s magazine by Bloomberg Wealth Manager’s ….


I was especially glad to see this celebrated spot … reserved three years in a row … for Paul and his fine group of Professional Financial Strategies …. It’s not always easy in today’s rocky terrains to plan professional strategies for financial security.   Paul is well known in this area and beyond … for his unique help to clients as they meet long-term goals through comprehensive wealth management solutions. 

Several tips I learned from Paul’s wealth management solutions that you might consider …  are practical parts of what he calls the art of planning and the science of strategy:

1. Choose a professional who charges—fee-only retirement planning and wealth management if you are a professional, executive, manager, or person who wants to enjoy retirement. 

2. Look for a professional who adds to your confidence.  According to Paul… “The wealth management process can help clients accumulate, manage, preserve and distribute wealth, in ways that avoid needless loss, tax or extra expenses.”  

3. Look for a person who makes recommendations based on your unique needs, circumstances and goals. 

In Paul’s words … “We are stewards, not salesmen—partnering with clients to plan professional strategies employing state-of-the-art solutions for lifetime goals through a disciplined management process.”

Maybe what I value most about Dr. Paul Hill and this group … is the fact that  Professional Financial Strategies is not only a powerful leader in financial planning strategies … but also holds a highly respected reputation in intrapersonal intelligence. In addition to mathematic intelligence related to innovation they lead the way in intrapersonal intelligence related to integrity. Bravo team – you did it again! We wish you well Paul!

Next year I’ll expect to read ... “For the fourth time Professional Financial has earned a coveted spot on annual ranking of ’s Top Wealth Managers!” They give out quality … and therefore deserve only the best back!