Why Choose Us?

Choose us for your financial and business planning needs, because we promise to make you feel better than a toddler on a sugar rush

Responsive

We're so responsive, we make Siri jealous

Quality

We're like a fine wine, our service only gets better with age (and a few dad jokes)

Support

Our service is so good, we're pretty sure we could teach unicorns how to budget

Recent Articles

CFO and Investor Relations

A CFO plays a crucial role in dealing with potential investors. Here are some key responsibilities and strategies that one may employ when engaging with potential investors: Overall, a CFO’s role in dealing with potential Read more…

Financial Planner VS CFO

Paul the Advisor, LLC often uses both terms interchangeably and there is a good reason why. Once you become a client, we treat ourselves as both since we help the business and the individual in Read more…

Holiday Budgeting

Budgeting for the holidays seems like it would be difficult; however, there are many different ways that you can go about it! Regardless of if you are a parent or not, holidays can still be Read more…

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Savannah; Garden City; Pooler; Port Wentworth; Rincon
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Paul Stephens, II

(912) 224-8030

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