Mr. Sumeet Paul provides guidance and support to individuals as they transition from their careers into retirement. He typically helps clients assess their financial, emotional, and social readiness for retirement and provides resources and strategies to help them plan for a successful retirement.
As a Legacy Project Evangalist he helps 45+ yr Old Professionals to Plan and Execute a seamless transition into their Golden-Era Legacy Project without Taking Careless Risks or Sacrificing Your Income Potential.
He is patient, empathetic, and able to build strong relationships with clients. He holds diverse knowledge about a wide range of retirement-related topics, including financial planning, Wellness and long-term care. He also provides personalized advice and guidance that is tailored to each client's unique needs and goals.
He has a rich and nurtured retirement community. Mr Sumeet also specializes in specific areas of retirement planning, such as investment portfolio planning or long-term care.
