Paul Levin
CFP Professional specializing in Retirement Income Planning, Tax Planning, Social Security Planning, Charitable Giving Strategies.
- Role
- Managing Principal at Retirement Refined, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Paul Levin
What if retirement planning felt clear, simple, and aligned with the life you want to…
Experience
Managing Principal
Jun 2004 — Present
Retirement desires are unique to everyone.Investment positioning, Income Taxation, Social Security, Residence choices and Medicare are important areas that require sound, discerning decision making.Our Retirement Income Planning and Investment Management will examine your Retirement desires and diligently evaluate the strategies available to assist in making your retirement goals become reality!Securities and advisory services are offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which he is properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
Skills
- Investments
- Social Security Planning
- Retirement Income Planning
- Retirement Planning
- Financial Planning
- Strategic Planning
- Financial Advisory
- Retirement
- Medicare Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.