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I have found I can also give solid advice to clients who are retired, collecting Social Security and a pension and have some investments. I will meet with clients between 30 and 65, but may decline to offer a plan if I do not have confidence that I can offer a sound plan. There will be no charge for that meeting. My company is not in business to offer tweaks to a good plan for a fee. It is a good doublecheck of existing plans. Payment by check due at time of last meeting.

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Twenty-something Invesment Advisors

Paul Secrest

900 W●●●●●e dr.

Sui●●●202

T●y , Michigan, 48084

UNITED STATES

248●●●990
br●●●@allegratroy.com

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Twenty-something Invesment Advisors

Paul Secrest

900 W●●●●●e dr.

Sui●●●202

T●y , Michigan, 48084

UNITED STATES

248●●●990
br●●●@allegratroy.com

View this contact

Twenty-something Invesment Advisors

Paul Secrest

900 W●●●●●e dr.

Sui●●●202

T●y , Michigan, 48084

UNITED STATES

248●●●990
br●●●@allegratroy.com

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I have found I can also give solid advice to clients who are retired, collecting Social Security and a pension and have some investments. I will meet with clients between 30 and 65, but may decline to offer a plan if I do not have confidence that I can offer a sound plan. There will be no charge for that meeting. My company is not in business to offer tweaks to a good plan for a fee. It is a good doublecheck of existing plans. Payment by check due at time of last meeting.

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Twenty-Something Investment Advisors, LLC

http://www.twentysomethinginvestments.com/about.html

Twenty-Something Investment Advisors, LLC. Twenty-Something Investment Advisors is run by Paul Secrest who will be your advisor. BA-History, Minor-Economics, DePauw University Greencastle,IN. MBA-Finance, Indiana University Bloomington,IN. Indiana's MBA program is a top twenty MBA program. Passed IARD's Series 65 Investment Advisor Exam-Passing the exam is a requirement to become an Investment Advisor. Ran for Oakland County Commission 2012. Ran for Michigan State Senate 2014.

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I have found I can also give solid advice to clients who are retired, collecting Social Security and a pension and have some investments. I will meet with clients between 30 and 65, but may decline to offer a plan if I do not have confidence that I can offer a sound plan. There will be no charge for that meeting. My company is not in business to offer tweaks to a good plan for a fee. It is a good doublecheck of existing plans. Payment by check due at time of last meeting.

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