Paul Finestone
Wealth Management and Insurance
Paul Finestone is the founder of Finestone Insurance and Finestone Virtual Family Office. He has a nationally known network of high level experts. He and his team are focused firmly on developing options and improvements for high net worth individuals. Reducing Tax, improving wealth retention through retirement and for the next generation; and efficiently streamlining risk reduction costs and improving coverage options figure prominently in his ongoing practice.
Paul speaks regularly to business individuals and groups to both educate on and effectuate asset growth and tax deferral and permanent reduction. Our firm works with CPA practices to holistically improve the service base that they can provide to their client base in a team based approach. We also work with successful closely held business to strongly improve their bottom line and the benefits that they can retain that they have earned. While we are always seeking creative new solutions for our clients, we have a very focused and thorough process to make sure that we have covered all of the options. We do not do “letter of opinion” work, we are focused on executing on black and white IRS code opportunities -and there are a lot of them.