Friday: 7am - 3pm
Saturday: By Appointment Only
My name is Jerry Paulison and I first came to Colorado Springs to work for Edward Jones in 1994. Serving others to help them reach their dreams and goals is at my core. What does that mean with regards to investing? My vision is to offer world class strategic planning services that help our clients give generously, retire with dignity, eliminate debt, save for college, assess risk and efficiently transfer wealth to the next generation.
My clients represent the full spectrum of humanity. Whether you are new to investing or an experienced investor who desires a seasoned set of eyes to review your accounts, I would be honored to be your point of contact. I appreciate the ability to work for a firm that encourages local community involvement and the ability to serve clients' extended family and friends throughout the country.
I enjoy serving clients that are goal-oriented and appreciate the value of long-term relationships so that we can partner together throughout their lives to help keep them on track. I also enjoy traveling which lends itself to life-long learning and innovation.
Are you unsure about what to do but know you need financial advice? Do you realize fear is not an investment strategy yet feel you need guidance to move forward to be successful as you define it? Does your situation represent the need for asset consolidation, wealth strategies, intergenerational planning, tax smart strategies or sudden wealth? Are you a caretaker, widowed, recently divorced or a high earner? Please contact me today to set up a time to discuss what is important to you.