Experience
Discover our dedicated client focused team of professionals. We draw from our nearly three decades serving individuals and twenty-one year history teaching Boeing Financial Classes.
Learn More
Client Commitment
Our goal is for a great life-long client experience: One that provides value, reinforces trust, reflects professionalism, displays sensitivity and results in success.
Learn More
Nationally Recognized
We are proud to have received many accolades in the industry. Our greatest accomplishment, though, comes in helping each and every client reach their financial goals.
Learn MoreTrust, Knowledge and Integrity
Paul R. Ried Financial Group specializes in pre- and post-retirement planning for corporate executives, managers and engineers. We integrate investment management, estate strategies, and income-design for clients. Our team approach to serving each client is done with integrity, passion, and an unwavering commitment to helping achieve and maintain financial independence.
Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
View all articles 
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.