Brian Paulsen Email & Phone Number

Overland Park, Ks, Us

Overland Park, Kansas, Us

Overland Park, Kansas, Us

Our PhilosophyAchieving and maintaining financial independence is at the heart of everything we do. We have a very enlightened philosophy around financial independence. Our philosophy is integrated and fully converged in every piece of the financial puzzle. From growing & building wealth, reducing risks, reducing investment taxes, improving cash flow, and passing wealth to the next generation; our view is, and our philosophy is, that if it's not fully integrated, it's flawed. Our Planning StrategyEvery client is unique; there's no square pegs in round holes. Our planning strategy is composed of four components. Discovery – Have you ever tried to build a jigsaw puzzle without the picture? It’s hard isn’t it! This is why we want to know exactly where our clients are at today, how they got there, and where they see themselves in the future. This paints your panoramic picture and provides clarity.Design - We design a step-by-step action plan for each puzzle piece that is specific to each client. And that gives us comfort along our journey for helping to achieve success.Deploy –We commit to work together in your best interest and implement our planning strategy by placing all the puzzle pieces into your panoramic picture.Deliver –We monitor the action plan to help keep you on your path to financial independence. We provide ongoing service and support, so as your life unfolds and needs evolve we update your picture to add new puzzle pieces as necessary. Our ProcessAt True, we’ve developed and refined a proprietary process called the Work Optional Formula™, which we use to identify and succinctly define your business and personal goals, opportunities and challenges, so we can align your life's work to help achieve your desired family legacy. The Work Optional Formula™:- Wealth Preservation - Wealth Enhancement - Wealth Transfer - Wealth Protection - Charitable Giving

Armonk, New York, Ny, Us

Leader in the Finance, Banking and Insurance industry... engaged with clients at the C-Suite level to coordinate and deliver complex, custom solutions. I was a corporate entrepreneur who invented a custom architectural pattern into an IBM offering that generated $1.5+ billion in revenue from 2000-2010 (the PanDOORA architecture). I retired as the CTO of the IBM Account responsible for setting the technical standards and strategy for an organization with an annual budget of $600m and 8000 people worldwide.I love developing others and succeeding through teams. After observing many friends achieving career success but struggling to turn that into personal wealth, my passion for the finance industry lead me to True Wealth & Company. An opportunity I am able to pursue in large part due to a diligent personal financial plan and philosophy I have applied for my family since 1994.If you are a corporate executive with the complexities of RSUs, options, deferred comp, golden handcuffs, unlike career wealth managers, I have walked in your shoes. I help executives define their vision of a fulfilling future and establish exit strategies that address the financial, tax, legal, and risk aspects of a career pivot.