Paul A. Caylor
Thrivent Financial
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $75,000
Title: Senior Financial Consultant
Offering advice since: 1991
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Paul A. Caylor:
We help our clients with a good education, a meaningful retirement, and leaving a legacy.
Compensation and Fee Structures:
Fees and Commissions
Licenses, Certifications & Affiliations:
CFP
Securities 6,7,63,65.24
Insurance life health
Education:
Bachelor of Science University of Wisconsin-Oshkosh
Will provide references upon request?
Yes
Contact Information for Paul A. Caylor
Phone: (970) 225-6169
Please support us by letting this advisor know you found them through Boomerater
Fax: (970) 225-0844
Address for Paul A. Caylor:
#9-E
3926 JFK Parkway
Fort Collins, CO, 80525
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