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As a private wealth client, you have access to the comprehensive services curated by Mikhael Paul. Explore tailored tax-planning strategies, wealth transfer solutions, investment and insurance advice, alternative investment options, philanthropic initiatives, and much more.
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Financial Planning
Financial planning involves a thorough evaluation of your existing financial status, establishing objectives, and formulating a strategy to reach those objectives. This process includes various aspects such as investment, savings, retirement, taxation, and estate management.
Insurance
Insurance planning entails the careful selection and management of insurance policies to safeguard yourself, your family, and your assets from potential financial setbacks caused by unexpected events such as accidents, illnesses, or property damage.
Investments
Investment portfolio management involves the creation and oversight of a set of investments, known as a portfolio, aimed at reaching defined financial objectives. This process requires a careful balance of risk and return and often employs strategies such as diversification and rebalancing.
Take advantage of all-encompassing solutions tailored to meet your needs.
Prepared to embark on your financial planning journey?
1. There are specific minimum asset thresholds and eligibility criteria required to engage with a dedicated Financial Advisor.
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2. Investing carries risks, including the possibility of losing the principal amount invested.
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This advertisement is intended solely for informational purposes and does not serve as an offer or recommendation to purchase or sell any specific security or to implement any particular investment strategy. The information provided here has not taken into account the unique circumstances of any individual client and should not be interpreted as investment advice. Additionally, it should not be viewed as tax, accounting, legal, or regulatory guidance. Therefore, investors are encouraged to seek independent legal and financial counsel, including advice regarding tax implications, prior to making any investment decisions.
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© 2025 Mikhael Paul Wealth Management Member SIPC All rights reserved.
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CRC #4235514 03/2025
3. You must either cancel your policy, stop paying your premiums, or outlive your term coverage.
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4. All guarantees are solely dependent on the insurance company's ability to pay claims.
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5. The cash value of your policy generally becomes a valuable source of funds only after several years of premium payments, allowing it to accumulate. Each approach to accessing your policy's cash value has its own benefits and drawbacks, as well as varying tax implications. Surrendering, withdrawing from, or taking loans against a policy will decrease both the cash surrender value and the death benefit, and may also impact any dividends received. Typically, surrenders and withdrawals are taxable if they exceed the policy's cost basis, whereas loans are not taxed at the time they are taken. However, if not managed correctly, loans against a life insurance policy can lead to negative consequences. Any policy loans and automatic premium loans, along with any accrued interest, must be repaid either in cash or from the policy's values upon termination or the death of the insured. ​​
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© 2025 Mikhael Paul Wealth Management Member SIPC All rights reserved.