Paul Arnold

617-653-4107
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PROFESSIONAL SPECIALTIES:

Paul Arnold is a partner at Secure Horizons Financial L.L.C., and is responsible for the recruitment of brokers, 3rd party company and sponsored alliance development across all of New England.

Paul has created all facets of alternative distribution programs, including property and casualty alliances; and Attorney and Credit Union alliances. He provides all product education and support for the broker-dealer (financial) planners and is a platform speaker at regional and national sales meetings. Paul also created the professional success workshops entitled "Taking Your Business to the Next Level" that instruct Representatives on the creation of sponsored market alliances.

Paul's education, business background and personal experience, has garnered a broad base of knowledge which enables him to provide advice and direction to individuals looking to:

Pass their estate to their heirs in the least costly most efficient manner
Protect and preserve their hard-earned assets
Financial Planning for Special Needs
Maintain their independence and dignity throughout retirement
Structure retirement plan assets to provide a guaranteed income for life
Reduce current income taxes possible

Paul meets with clients on a variety of financial topics including Asset Preservation and Long Term Care. He Provides answers to common concerns such as:

The options available for receiving care in home:
Special needs planning (Steps to Take)
Are there any Medicare programs that should be considered?
What resources are available to pay for services that informal family caregivers usually provide?
What is long term insurance? What are the alternatives?

Paul lives with his wife, Paula, on Cape Cod in Massachusetts and enjoys spending time with his 6 children and 13 grandchildren.

He honors all requests for a no-fee discussion of estate and retirement-planning needs at his
West Yarmouth office 508-827-7278

EDUCATION:

Cambridge College – Masters Degree School Administration
Certificate of Advanced Graduate Studies

Worcester Polytechnic Institute – BS in Mathematics

COMMUNITY INVOLVEMENT:

Catholic ECHO Member, Retreat for Young Men
Past High School Football and Basketball Coach
Past College Football and Basketball Coach
Member Massachusetts Arc

 

 

 

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