About Paul McNulty

A financial advisor serving Boston, MA, Paul McNulty has over 20 years of experience helping people navigate the ups and downs of the economy toward the financial future they envision. His education consists of a Bachelor of Science in Business Administration from the University of Rhode Island and the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which required advanced coursework in taxes, retirement planning, wealth transfer, investments, insurance and other financial issues.

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Social Security Income Planning

Social Security Income Planning helps maximize your social security benefits so that you get the most out of your retirement plan.


Retirement Planning

Retirement is simply a transition from your asset accumulation phase to a time where you will begin to spend down what you’ve earned over your lifetime.


Investment Management

For many, the greatest threat to a secure retirement is longevity. Having your savings grow consistently even after retirement is essential.


Wealth Management

Wealth Management addresses all key areas of your financial situation from investments to accounting, tax and estate planning.

Retirement Planning

Planning for retirement is the top concern for most of our clients. However, retirement is not a one-time event or an end to our planning. Retirement is simply a transition from your asset accumulation phase to a time where you will begin to spend down what you’ve earned over your lifetime.

Our goal is to help pre-retirees make sure they have enough savings to retire by helping them maximize their retirement plan allocations. We want retirees to get the income streams they need through Social Security, annuities, and retirement plan distributions.

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A Cup of Coffee and a Second Opinion

We would love to sit down with you and offer a free review of your retirement plan.

Latest Blog Posts

What We Do And How We Can Help

For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be

Why I Became A Financial Advisor

I have often been asked by clients why I became a financial advisor. My answer is simple: I have always been interested in the world of finance and

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