
Paul Hamilton reviewed my tax forms, investment portfolio, and mortgage statements. He recommended refinancing our mortgage, which is saving us $960 a year. We thought that we would have to extend our mortgage to 15 years but he showed us how to maintain the current payoff date. He also helped us rethink and implement a new investment strategy. Due to our family situation, we currently pay no Federal income taxes so it made sense to divert our retirement funds into a Roth IRA. We have been delighted by his sage advice and low-key but professional approach. Highly recommended!
–David Swartz