We specialize in helping retirees and pre-retirees redesign their portfolios correctly for the Income / Preservation Phase of life. The goal is to provide predictable income, stable growth, and preservation of principal simultaneously through mathematically correct portfolio design.
|Firm Start Year:||2002|
|Number of Years with Current Firm:||18|
|Investment Types:||Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, Via Email, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life|
|Firm's Number of Clients:||160|
|Advisor's Number of Clients:||160|
|Assets Managed by Advisor:||$75,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Commissions|
Paul D. Spurlock, CRPC has 18 years of experience as a licensed advisor. As one of the country's leading experts in the field of retirement income planning, the unique and advanced planning techniques that he utilizes enables him to produce retirement income and preservation of principal strategies for his clients that are greatly sought after in today's economic environment.
He frequently acts as a consultant to numerous other financial advisors around the country, CPA's, and attorneys who are also looking for the best solutions to their clients' needs. As the founder and President of ARIS Wealth Management, LLC, Paul has made it his personal mission to educate the American public about the necessity of re-designing their portfolios correctly for the Income / Preservation Phase of life.
Paul believes that when it comes to achieving predictable, stable retirement income and preservation of principal, most people are simply looking for a better way to do things, and that is what he and ARIS Wealth Management, LLC are here to give them.