SERVICING FT. MOORE, GEORGIA
Registered Financial Planner & FTC Certified Credit Consultant
Hello, I’m Paul, founder, and owner of Palm Financial. I loved my 20 years in the Army. I was stationed all over the world in places like Germany, Greece, West Point, Ft. Leonard Wood, Ft. Lewis, Ft. Stewart, and Ft. Moore (Benning). Three of those 20 years I spent as a drill instructor, and I served in Operation Desert Shield, Desert Storm, and Somalia. My military career taught me the importance of setting goals and building a plan to achieve them. I love talking with people about their story and helping guide them to their fullest potential.
It is my military background that has led me to focus my services on those clients who are currently serving or have served in the past. My experience with programs such as the Thrift Savings Plan, the Blended Retirement System, Survivor Benefits, and navigating the VA disability process is not only professional, but personal as well. Having retired from the military, I understand the financial issues and benefits that are involved with military service. Most importantly, I’ve lived the life of active duty and now as a military retiree. My goal is to take the experiences and lessons I learned and pass that on to other service members, veterans, and retirees. Helping them to avoid costly mistakes and guide them on a better path.
One of the most common financial planning needs of military and veteran families is tax planning and preparation. As a tax professional, I can prepare your tax returns and ensure you only pay the taxes you owe and receive the maximum refund you're entitled to. As a way to give back to our Military and First Responders, our tax preparation services are always complimentary for them and their families. I am also a FTC Certified Credit Counselor, and can help with money and debt management, teaching you how to become and live debt free.
I married the love of my life, Linda, in 1995 who also served in the Army. After retiring from our last duty station, Ft. Moore, we decided to call Columbus, Georgia home. We are blessed with 2 children and 4 grandchildren.
We are both Deacons of the Ambassadors of Christ Cathedral and enjoy being a part of such a giving community of people. We helped coordinate the Financial Stewardship Ministry and hosted financial bible studies and budget workshops. Together, Linda and I love to host small groups and work with the Marriage & Family Life Ministry mentoring and teaching.
Hanging up my uniform hasn’t changed my core values. I believe honesty and integrity are essential in all facets of life and I keep service to others at the forefront of my business.
I’d love the opportunity to work with you and see how together we can make your dreams and goals become reality.
4403 Holly Avenue
Columbus, GA 31904
(O) 706.940.2866 | 888.804.1096
(F) 850.848.9608
