Paul W Carman – Private Wealth Advisor

Serving clients in Florida, Massachusetts & Connecticut 

With over 35 years’ experience, I am my client’s advocate in: 

• designing and creating strategies to grow, preserve, and transfer clients’ wealth 

• coordinating and collaborating ideas with existing advisors 

• acting as the catalyst to ensure advisor’s work is completed 

• on-going reviews of clients’ financial planning 

• making future recommendations as needed 

Assist in multiple areas of Financial Planning, including but not limited to: 

• ESTATE PLANNING AND INSURANCE 

Multi-generational Planning Survivorship Planning Retirement Planning Disability Income Planning Long Term Care Planning 

• BUSINESS SUCCESSION PLANNING 

• INVESTMENT AND TAX REDUCTION STRATEGIES