How do I get started investing?
If you are looking for assistance, the first step is to find a professional financial planner who has a similar philosophical view of investing as you do, a person with whom you feel compatible. Your planner will help you do the rest.
You know your financial situation and goals better than anybody, and an investment professional can help you translate those into a sound financial strategy. Judith Paulson of Paulson Financial Services LLC has more than 20 years’ experience helping families and individuals develop a road map to help them achieve a more secure financial future.
Paulson Financial Services LLC specializes in offering financial services to small non-profits and businesses, middle income wage earners and those just beginning their financial life’s journey. Clients include individuals, couples, teens and small business owners. Paulson Financial Services LLC is committed to providing sound financial information to help you identify your financial goals and make sound decisions. Each personalized plan is a road map to help achieve a more secure financial future.
Services are available to residents of Washington, Oregon, Michigan, Minnesota, Arizona and New Mexico.
Judith Paulson is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC. Securities and investment advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Your unique financial program may be implemented using strategies such as:
Investment Management Strategies
Tax Strategies and Solutions
Income Tax Preparation
Education Funding Strategies
Fixed Income Solutions
Meet Your Advisor
Judith Paulson has been a Registered Representative and Investment Advisor Representative for over 20 years. Judith has Bachelor Degrees from Fresno State University (CA) and Western Washington University (WA) and a Master’s Degree from the University of Southern California. In addition, she earned the Certified Financial Planner™ Designation in 1996. Before starting what is now Paulson Financial Services LLC in 1992, she worked in the private, government and non-profit sectors as both an employee and co-owner. She brings considerable personal and professional experience to her client relationship.
Judith is a firm believer in the obligation to give back. The giving back of time, talents and money plays an integral and important role in her life. She is a long-time volunteer at her church, civic and business organizations. Often, she serves as Treasurer, but has served in other roles as needed. Helping others is a fundamental part of her business.
Do I need a large amount of money to get started?
No. Using a monthly automated investment plan makes investing affordable for many people.
How much risk do I have to take?
Determining your risk tolerance level occurs early in the financial planning process. The investment you choose should take your comfort with risk into consideration.
Can I make changes?
Companies usually have rules around frequent trading. However, portfolios should be reviewed on a regular basis, re-balanced as needed and changed as circumstances change.
Should I have an IRA or Roth IRA?
The two plans have significant differences which need to be considered carefully. The facts of your unique situation will help you determine which of the two IRA types will best fit your needs and objectives.