WHY PAUL KOHN, WEALTH MANAGEMENT?

I provide on-going and broad services which help you with your financial planning needs.  I continue to be engaged with your needs long after the initial strategy is established and as we tackle any number of financial issues or questions.

Contact me to schedule a free consultation to review your current financial position, objectives, concerns and/or questions.  There is no charge for this meeting and it does not obligate you in ANY way.

I do not deal with proprietary financial products and I do not get paid by commission.  I offer fee-only financial planning and investment management services.

Your assets will be held in your name, in your own account, at Fidelity Investments.

I believe that everyone, regardless of their income or wealth, should have affordable access to financial planning services.  There are no minimum income or wealth requirements.

I am a fiduciary; I ensure that the interests of my clients always come first.  Whether you are starting your journey or you are already into retirement, I will work to help you manage your financial affairs to best meet your needs.

Your financial assets, outside of your 401k, will be held in your name, in your own account, at Fidelity Investments.  You will have full access to view your own account or to transfer your money, in or out, at any time.  My role is to make investment transactions of a nature that we have discussed and agreed to.

ABOUT: Paul F. Kohn, MBA

Paul Kohn earned a BA in Economics from the University of Rochester and a MBA in Finance from Pace University, graduating first in his class.

Paul is an experienced investment advisor representative and works with his clients as a comprehensive financial consultant and investment manager, core tenets of effective wealth management.

Previous to his current role as an investment advisor, Paul worked in corporate finance for 30+ years, including CFO of a worldwide publishing business. He has worked in many different industries; publishing, medical equipment, insurance, real estate investment, and manufacturing.

Paul began offering formal financial planning and wealth management services to the public in May 2010.

Paul lives in Newark, DE with his wife after proudly helping his daughter off to Cornell. He has been active in the community, serving as soccer coach, member of the regional board of education, and as a volunteer financial consultant with a non-profit organization. He was recently a member of the Allendale Holiday Observers, a group which organizes popular seasonal family-oriented activities for the entire town.

Initial consultations are free of charge.  You can contact me by email or telephone.

Fees are based on a percentage of your financial assets that I manage.  These fees would cover the development of our initial objectives, on-going investment management, periodic reviews of your financial position, and addressing any life financial issues that might arise.

I do not deal with proprietary financial products and I do not get paid by commission.  I offer fee-only financial planning and investment management services.