Paul Doak CFP

What do I do? I help YOU with your life’s finances and organize a personal financial plan with Proprietary Goals Based planning for YOUR Wealth-Being and Life Transitions & Planning for those with Special Needs. One step to Improve your Retirement: https://go.id-financial.com/learn Investment Advice provided through Wealthcare Advisory Partners LLC dba I.D. Financial, LLC. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and the federally registered CFP (with Flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification req...