Why Work with Me:
I have 30-plus years' experience helping clients develop and execute strategies for retirement and protection needs, utilizing an established process that's based on core values and puts you, the client first.
My mission and passion is to help build and direct a comprehensive financial strategy that helps you grow your retirement assets, provide protection for your family and live securely in your retirement years.
How I Work:
My primary goal is to listen and discover your needs, concerns and most importantly, your goals and dreams for you and your family. I will work with you in a comfortable, no-pressure consultation approach that helps you fully understand our process, investment options, fees and ongoing support. By building a trusted relationship, we can develop the right investment strategies.
In tandem, we can put a strategy together that focuses on:
- Retirement savings strategies
- Retirement income planning
- Business retirement plans for you and your employees
- Life Insurance for the unexpected
- College savings for the kids or grandchildren
- Long-term care planning
- Charitable giving
- Leaving a legacy
I am a first-generation American, having immigrated from the Netherlands to the United States in 2nd grade. I learned the value of hard work from my Dad who fought in the resistance during World War II. I graduated from the State University of New York with a Bachelor of Science degree.
I started my 30-year career in financial services working within Mutual Fund, Investment and Insurance companies. I have earned the ChFC® (Chartered Financial Consultant) and CLU® (Certified Life Underwriter) professional designations via the American College of Financial Services along with my FINRA licenses.
I am a proud Dad of four girls who keep me guided and busy. Family is what drives me, along with my faith. I am active in Saint Stephens church and ministries and volunteer with the Red Cross and the local food pantries.
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- History and Museums
- Personal Fitness
Office Address2748 Windguard Circle Ste 101
Wesley Chapel, FL 33544
Phone NumberPaul A Caspers at (813) 991-7034
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