Paul Levin specializes in Retirement Income Planning and Investment Management for Baby Boomers, Retirees, and Business Owners. With over 34 years of experience, Paul has a deep passion to assist clients in truly pursing their desired retirement lifestyle.
There are very important decisions you will make as you enter retirement and many more as you proceed through retirement. Distribution Planning, Social Security, Investment Management, Medicare, Income Taxation, and Residential choices will require careful analysis and discerning decision making.
Paul works diligently to turn your concerns and apprehension about retirement into a straight forward, well-orchestrated strategy allowing you to enjoy what you’ve worked so hard for all of your life.
Paul is the co-founder of Retirement Refined, LLC.
Paul is a frequent speaker providing workshops throughout the community on Social Security Planning, Medicare Planning, Retirement Income Planning and IRA Tax Planning.
Paul holds the following Professional Designations and Certifications:
- CFP® CERTIFIED FINANCIAL PLANNERTM
- ChFC® Chartered Financial Consultant®
- RICP® Retirement Income Certified Professional®
Paul is fortunate to have an assistant, Ellen Polcari, who provides Paul the opportunity to follow his passion; to assist clients in truly pursing their desired retirement lifestyle.
Paul’s other passions are baseball, enjoying a “fine” bottle of wine, going to the theater and comedy shows, and reading the latest John Grisham books. Paul’s favorite baseball team is the New York Yankees… no wonder his late faithful dog was named “Jeter.”
Paul also enjoys starting his day with an early morning jog and going to the gym. Up until a few years ago, during the spring and summer months, you could find Paul behind home plate catching for the South Jersey Senior Men’s Baseball League.