I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.

Belle Eve believes that every woman has the innate ability to achieve financial freedom and success, and the purpose is to be the trusted partner on this journey. My commitment to women-focused financial planning stems from recognizing the unique challenges and opportunities that women encounter in their lives. Through customized and holistic financial solutions, I aim to break down barriers and promote financial inclusivity for women of all financial backgrounds. With over five decades of life experience, I understand firsthand the unique financial considerations that come with being a woman over 50, from education planning to retirement planning to wealth management and beyond. My personal journey has taught me the importance of adaptability, resilience, and strategic financial planning, and I am passionate about sharing that knowledge with others. Moreover, my experience includes navigating a significant windfall which has provided me with invaluable insights into the complexities of sudden wealth management. a successful transition from retirement to a thriving second career, and a track record of three successful business ventures, my credentials as a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) reflect my commitment to achieving excellence in the field of financial planning. Growing up with limited means, I am not just a financial advisor; I am a financial navigator who has walked the path you are on. I am uniquely positioned to provide you with expert guidance, tailored solutions, and a deep understanding of your financial goals. Together, we can create a roadmap to financial success, ensuring your financial future is as bright and secure as it deserves to be.

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada. In order to help families realize their dream of a successful retirement, we go through a three-step process. Step 1: The Retirement Roadmap Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let's put together a plan so that you can stop worrying, and start enjoying retirement. Step 2: The Retirement Paycheck Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market. Step 3: On-going Planning and Support The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality. Looking for a Stress-Free and Fulfilling Retirement? If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Rob Martinez is a Financial Consultant at Fidelity Brokerage Services, LLC, where he assists individuals and families in pursuing their financial freedom through an individualized planning process. His work focuses on helping clients accumulate and protect their wealth by implementing sound investment strategies. Prior to his current role, Rob served as an Investment Consultant at Fidelity Brokerage Services from 2022 to 2024 and as a Financial Consultant at Equitable from 2021 to 2022. Rob's professional experience spans various aspects of financial consulting and investment advising, emphasizing personalized financial planning and wealth management. Outside of his professional pursuits, he engages in activities such as baseball, bowling, fitness, and golf.

Nick Nabors is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to support their financial decision-making through a comprehensive planning approach that considers long-term goals and potential challenges. Nick's career in financial services includes positions as Wealth Planner, Financial Consultant, and Investment Consultant at Fidelity Investments since 2018. Prior to this, he worked as an Internal Wholesaler at Raymond James in 2018 and served as a Financial Advisor at Thrivent Financial from 2009 to 2017. Outside of his professional responsibilities, Nick engages in family activities and maintains interests in fitness, parenthood, reading, running, and soccer.

Phillip Serra is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team focused on addressing the complex financial needs of affluent families, corporate executives, and business owners. His group's areas of expertise include retirement planning and income strategies, investment management, business advisory consulting for small and mid-size companies, banking and lending services through Bank of America N.A., cash management, life insurance and long-term care planning, trust and estate planning, wealth transfer, and charitable giving. Mr. Serra holds a Bachelor's Degree in Business Administration with a major in Accounting from Oakland University. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds additional professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment (SE). His background also includes CPA licensure earned with Deloitte Haskins & Sells, along with FINRA Series 7, 63, and 65 registrations. Phillip has been recognized on Barron's "Top 1,200 Financial Advisors" list in 2018 and Forbes' "Best-in-State Wealth Advisors" lists from 2018 through 2026. Outside of his professional responsibilities, Phillip resides in West Bloomfield, Michigan with his wife, Chrissy. He is actively involved in community service and various charitable organizations, dedicating over 80 hours annually to volunteering. His community roles include serving as a Better Money Habits Champion mentor, mentoring a high school student through Big Brothers/Big Sisters, and volunteering with Forgotten Harvest, Salvation Army, and Soup Capuchin charities. He enjoys baseball, golfing, and traveling.

Jeremy Jones is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he focuses on understanding clients' financial needs and goals and helps implement plans to work toward those objectives. He assists high net-worth clients with investment, retirement, and income planning. Jeremy has over two decades of experience in the financial services industry. Prior to his current position, he held roles as Vice President of Retail Banking at The State Bank from 2007 to 2011, Branch Manager at Republic Bank from 2002 to 2007, and Branch Manager at Fifth Third Bank from 1999 to 2002. He is a Certified Financial Planner. Outside of his professional work, Jeremy enjoys family activities, social events with friends, golf, outdoor adventures, skiing, and traveling.

Joaquin Gouch is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, wealth management, exit planning, and works closely with business owners to help them understand transition options, maximize enterprise value, and build strategies supporting both business and personal financial goals. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. With five years of industry experience, Joaquin holds multiple professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Wayne State University and a Master of Business Administration (MBA) from Lynn University. A native of Metro Detroit, Joaquin supports several community organizations including Focus: HOPE, Junior Achievement of Southeastern Michigan, Reaching Higher, and the Salvation Army. He values building lasting relationships and helping clients create clear, actionable, and personalized financial strategies. Joaquin and his wife reside in Farmington Hills, where they enjoy spending time with family, traveling, being physically active, and engaging in hobbies such as basketball, drawing, football, hiking, photography, pickleball, running, and watching movies.

Daniel Holzman is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their goals and develop long-term strategies utilizing Fidelity's resources. Prior to his current position, Daniel served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as an Investment Consultant there from 2022 to 2024. Before joining Fidelity, Daniel worked as a Brokerage Specialist at Charles Schwab from 2020 to 2022. He also gained experience as a Prime Brokerage Analyst at Interactive Brokers LLC from 2017 to 2020.