Paul Games is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pathfinder Financial Group in Newburyport, MA and the surrounding communities.
I founded Pathfinder Financial Group in order to provide financial planning and wealth management in an unbiased and cost effective manner. Much of my time is spent partnering with my clients to determine their life goals and how they may effectively use their wealth to bring their goals to fruition. I provide a complimentary one-hour consultation for all prospective clients. This is an opportunity to determine if your needs and my practice are appropriate for you.
Helping me keep up-to-date with the changes in the regulatory, tax and financial planning environment are my long-term memberships in the following professional organizations:
•Financial Planners Association (FPA)
•Boston Estate Planning Council (BEPC)
•National Association of Insurance Financial Advisors (NAIFA)
•Society of Financial Service Professionals (SFSP)
•Million Dollar Round Table (MDRT)
•Charter Member of the Professional Achievement in Continuing Education (PACE)
Current Board Member since 2001 and Treasurer since 2004 for The Brain Aneurysm Foundation in Hanover, Massachusetts. This foundation helps families and survivors cope and overcome this dreaded disease. For further information on brain aneurysms, please go to www.bafound.org.
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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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