Paul Allen, CFP®, EA Redeployment Wealth Strategies

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About Paul Allen, CFP®, EA

Thank you for reading my bio! After 24 years in the US Navy, I decided to become a fee-only fiduciary financial advisor focused on serving military and veteran families. We launched our firm in 2016 and the response has been fantastic! Many military families are thrilled to be able to work with a genuine advisor they can trust.

Modern technology is a game changer. While we are located in Virginia Beach, we are able to serve clients anywhere they are stationed. We currently have clients in many different states and some who are serving at duty stations overseas. We love having the flexibility to stay connected and on top of our client’s plans no matter where they are in the world.

We speak your language. We know what TSP, SBP, VGLI, SGLI, VA funding fees, Tricare, and the ’10-year extension on home sale exclusion’ mean. We can also tell you if each of those is right for you or if there are other options that might work better. We just need to get to know you and your financial situation first. We can get started on that as soon as you are ready.

If you want to increase your confidence in your financial future, then click on that “Contact This Advisor” button below, and let’s get started. We look forward to partnering with you.

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Ideal Clients

  • Entrepreneurs
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Military & Veterans

Ways Advisor Charges

  • Monthly Fee
  • Hourly

Fee Options

  • Monthly fee: $100+/mo depending on net worth
  • Hourly fee: $200/hr

SEC Records

 

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