Our Services

Paul is committed to upholding the highest traditions of personal financial planning for his clients. He firmly believes that individuals need and deserve to work with an investment professional who focuses on their unique situations, and has a passion to help clients reach their goals and fulfill their financial dreams.

BOM Investment Group Investment Services:

  • Retirement Planning
  • Wealth Accumulation, Distribution, and Transfer Strategies
  • Insurance: Life, Disability & Long-Term Care
  • College Savings
  • Retirement Plans for Businesses
  • Business Succession Planning

Products Available from BOM Investment Group Include:

  • Mutual Funds
  • Annuities
  • Stocks
  • Bonds
  • IRAs
  • 401ks