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Active Strategic Management

  • Wealth Management / Financial Planning

    Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. Contact a Paisley Financial Associate to learn more about how we can provide for you. 

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  • 401 K Plans

    A 401k retirement plan is a special account funded through pre-tax payroll deductions. Funds in the account can be invested in stocks, bonds, mutual funds or other assets, and are not taxed on any capital gains, dividends, or interest until withdrawn.

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  • IRA Rollovers

    An IRA is an Individual Retirement Account, and provides either a tax-deferred or tax-free way of saving for retirement. There are many varieties of IRA's please read more on the link below to see which is right for you.

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  • Educational Plans

    A 529 plan is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. Many different plans exist. Learn more to see which is right for you.

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  • Alternative Investments

    Alternative investments are instruments such as physical gold or other commodity based ETF's such as oil or lumber which can be used as a hedge or inflation hedge against an overall portfolio.

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  • Independent Research

    Paisley Financial provides timely and accurate research on markets, companies and industries. Our team offers more than three decades of experience as well as time held relationships with industry experts that will bring the highest quality of knowledge to our customers.

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Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses so you can make sure your beneficiaries are protected.

At Paisley Financial we strive to help our clients who are in or nearing retirement to achieve that elusive state of mind. Over the years, we have found that at least two things need be in place for it to happen:

First, your assets must be positioned in such a way that you are confident that you can live comfortably for the remainder of your life.

Second, most clients want to be certain that what they don't spend is passed on to their spouse, children and other heirs in the most efficient way possible.

There are many ways that we can structure a retirement plan; each one is tailored to the individual situations of our clients. Are you familiar with the saying: "If all you have is a hammer, every problem looks like a nail?" At Paisley Financial, we pride ourselves on having a full toolbox to work with, so we have what it takes to truly "structure" a plan for each client.

Our preliminary discussions cover a wide variety of topics, which often include:

Are you paying more than you need to?

Retirement Income:
Are you benefiting from the most current strategies? Do you have a lifetime income plan in place?

Market Volatility:
How can you help protect your retirement from another economic downturn?

IRA to Roth:
Should you convert your Traditional IRA to a Roth IRA? What are the pros and cons?

Is your portfolio properly positioned for what lies ahead?

If you are concerned about your Peace of Mind and would like to discuss how each financial decision may affect other areas of your financial future, please call us to discuss how you can protect your future. The first meeting is on us, there is no obligation, no cost, and you can get an objective analysis of your financial situation.