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
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
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 More
Trust, 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.Contact Us
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn a little about worldwide currency in this fun infographic
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here’s a guide to explain all the parts of Medicare.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?