portrait of Paul Schlitz

About Paul

As a financial advisor, I have made it my mission to help people navigate life by delivering personalized financial guidance and advice. I believe in working closely with my clients to develop a deep and full understanding of what they truly need and want. It is important to me to take the time to get to know them, as well as their families, businesses and their goals for the future.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • New Investors
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • College Savings

Education

  • Ohio State Univ-ColumbusBachelor of Science

Personal Interests

  • Spending Time with Family
  • Running
  • Outdoor Enthusiast
  • Volunteering
  • Health & Nutrition

Team Members

  • Susan Waltz
    Branch Office Administrator

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