Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? The Perez Family
Agent Photo

"Achieving your dreams tilting one windmill at a time"

Tilting at windmills, from Don Quixote, is an English idiom which means attacking imaginary enemies. The word "tilt", in this context, comes from jousting.

The phrase is sometimes used to describe confrontations where adversaries are incorrectly perceived, or courses of action that are based on misinterpreted or misapplied notions.

Paulimar Financial Solutions will help you "tilt your windmills".  What does this mean?  We will change your perception of what you now think are unachievable financial goals into realities. Just as Don Quixote perceived his imaginary enemies incorrectly, so are you when it comes to your financial security. 

With www.Paulimar.net we will work with you and help you "tilt your windmills" focusing on:

·        Asset Allocation*

·        Diversifying Investments*

·        Portfolio Management Strategies

As a licensed Financial Professional I work closely with you as we re-evaluate your current financial worth & investment strategies.  You will learn how to take advantage of simple financial management tools that will work with your current lifestyle.  And you will begin to realize the financial security and benefits you deserve.

With many years of experience, integrity, and the belief in helping individuals & families acquire financial stability, we can start making your dreams a reality, without making your current lifestyle suffer financially.

Don’t let your hard-earned money slip needlessly through your fingers. Every day you hesitate money is lost, money that could have helped you secure a comfortable future for you and your family. 

It is 2015, and it is time to get up and start making your money work in your best interest. Take the time right now to meet with me to have a simple no pressure conversation on why you need to do this now.  No obligations, nothing to sign, just an opportunity to help strengthen your future.  

*Asset allocation and/or diversification does not ensure a profit or guarantee against a loss.

 

 

Helpful Content

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Debt Stress

There’s a link between debt and stress.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow