Broker Check
Coaches

Imagine meeting with your financial advisor &:

being ACTIVELY INVOLVED in the account review,


being KNOWLEDGABLE about what is being done and what it costs,


having CONFIDENCE your advisor, plan and investments are excellent,


receiving the RIGHT information to make WISE financial decisions,


and KNOWING you are DOING THE MOST with all you have.

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ACHIEVING THIS for you is MY PASSION.


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Step 1

Let's figure out

WHAT'S IMPORTANT

to you.

Learn more-Steps 1-3

Step 2

Let's look at

options for HOW

it can be funded.

Learn More Step 2

Step 3

Let's see

WHO offers you

the right guidance and

personalized strategies.

Learn more Step 3

So, how can you and I make that happen?

Shown below are three philosophically ways we can work together:

Traditional Financial Advisor

Takes the lead in

developing and implementing

your financial and

investment management plan.

Learn more

Financial Planner

Do you want to FOCUS ON GOALS not on insurance or investments?

Do you want to LOOK AT POSSIBILITIES at a high level?

Do you want to DEVELOP A PLAN that connects where you are and where you want to go?

Learn more

Our Broker Dealer - First Allied Securities Inc. 

Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.

First Allied is part of Cetera Financial Group®, a leading network of independent retail broker-dealers. 

Learn more

My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.

Thanks for checking this out,

Paul Stafford