Generational Approach to Financial Health
Saving $100,000 is simpler than you think! You are about to learn how to beat the system the old-fashioned way!
Dream
Again!
Free Assessment
Hire a
Financial Planner
Free up your Time!
Join the revolution!
Do you visit a doctor or dentist or accountant
or auto mechanic each year?
Why not give the same attention to your family's financial health!
Check out the video below to learn more about Financial HEIRs.
Are your kids and grandkids living off their
investment interest?
Young people make numerous Million Dollar Decisions
before age 25!
What are Clients Saying?
"I like watching my kids process whether to spend or save. The incentives built into the Financial HEIRs program really helps them connect with their future." -- Eric, parent
"Financial HEIRs gives a family in any financial situation the ability to implement an easy and creative plan for saving and spending long into their future!" -- Mary, grandparent
"So grateful for Financial HEIRs coaching! With Erica's counsel, within 30 days, I was able to gain confidence to get the ball rolling with my personal finances and achieve the goals I set to move forward building my financial future!" -- Michelle Ann
Client Experience
This short video explains what you will experience when becoming a client at Financial HEIRs.
Endorsement
Evan Liberman, CEO
Wise Money Israel
Investment Management
I’ve known and worked with Paul since 2016. I have also developed a friendship on a number of levels, and really appreciate his generosity, his understanding of finance, and ability to grasp and explain complex topics in simple terms. He is a solid family man who will enrich your understanding of how to inspire your children or grandchildren to create and maintain wealth in an ethical and disciplined way.
(Note: If you open an account with Evan and WMI, then we receive a small commission; however, this commission will not increase your overall fee to WMI.)