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Financial Planning Services

Helping individuals Build Wealth while planning for their financial future.

Prepare now, so you can enjoy a comfortable retirement. Saving money and establishing an investment portfolio helps create financial security. As an Investment Advisor Representative with Voya Financial Advisors, Craig Paulson is qualified to determine your needs and manage your assets, to help you achieve your goals. He assists individuals by conducting a personal evaluation of financial profiles and desires; then he provides suitable recommendations.

You will discover Craig truly cares about helping you work towards achieving your financial dreams. As your financial professional, he will strive to keep you focused on where you want to go, advise you on how to get there, and remind you of the importance of maintaining a disciplined approach to pursing your aspirations.

Investment & Planning Services offered through Voya Financial Advisors

  • Retirement Planning
  • Stock, Bonds, ETFs, and Mutual Funds
  • Asset Allocation Strategies
  • College Education Funding
  • Brokerage Accounts
  • Traditional & Roth IRAs
  • SEP IRAs & SIMPLE IRAs
  • 401(k) and 403(b) Planning