Paul Madrid

About Paul

Paul's experience ranges from working with individual clients to large institutions. Paul serves individuals and families holistically by integrating tax/estate planning and wealth management. Some service examples include: Retirement income tax bracket planning to maximize the lowest tax bracket before required minimum distributions begin; determining best time to take Social Security given expected income and taxes; Roth Conversion and IRA Distribution Planning; Portfolio Management targeting best after tax return; Tax Saving Strategies for high income earners and executives.

Areas of focus

Credentials & background

The firm