Paul J Rennie, Financial Representative, Opes One

Paul J Rennie, Financial Representative, Opes One Helping Families and Businesses understand, organize and optimize their finances. One strategy does not fit all.

I educate clients about the most common risks in today’s financial world; and help them create a financial plan to protect their assets and enable them to achieve their ideal goals. Each plan differs based on the unique goals, needs and concerns of my clients. Our planning process helps people connect the dots, get financially organized and gain confidence in their financial future. I am particula

rly focused on retirement income strategies; common risks and concerns that I help my clients plan for could include healthcare, market volatility, taxes and preserving their assets. I believe that financial planning is likened to climbing a mountain; your toolset to ascent/climb the mountain is TOTALLY different than the tools and strategies needed on your decent down the mount side. I also specialize in helping Small Business Owners create financial plans that cover key-employees, tax efficient strategies, and exit / succession planning. If you’re interested in planning for your future or feel as though I could be of help to you in any way, please reach out and start a conversation.
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15303 N Dallas Parkway, Suite 550
Addison, TX
75001

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