Paul J. Mysyk focuses on getting you to—and through—your dream retirement, no matter what your desired lifestyle looks like. His approach is different because he concentrates on protective strategies. You work your whole life saving for retirement—climbing up a proverbial retirement mountain while you are working. But while you climb, it’s imperative that you have a solid plan outlining exactly how you will navigate getting back down. Successful retirement planning involves generating enough retirement income throughout the 20-30 years you are likely to spend in retirement without running out of money. It’s not really about how much you have saved, but how long your investment savings will produce income in retirement, no matter how long you live.
Helping You Get To & Through Retirement
A Protective Approach
Paul J. Mysyk
Retirement & Business Advisor
Get to Know Paul
Paul J. Mysyk is a retirement advisor licensed in Ohio, Pennsylvania, South Carolina, California and Arizona. With 12 years of experience in the financial services industry, Paul focuses on helping professionals and business owners get to and through retirement. He works using an educational approach by outlining what your retirement will really entail—especially the importance of generating the retirement income needed to support one’s lifestyle—and he helps clients think and plan ahead to address the many retirement risks they will face in the future.
Who We Serve
Paul J. Mysyk helps business owners and professionals plan ahead, while still in their working years, to create retirement income from their assets while mitigating the many retirement risks they will face in the future. “I feel that my role as an advisor is to educate each of my clients on how to build their own personal retirement plan that combines their current ‘accumulation or investment plan’ with a long-term ‘preservation and distribution’ plan,” Paul says. Working with his firm, Morin-Levine Financial Services LLC, Paul can provide a whole host of services to his clients based on their needs.
Business Owners
Professionals
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What We Do
Paul J. Mysyk often uses sports analogies to explain his approach to retirement planning. For instance, he will ask, “What wins championships? Defense! In golf, one drives for show but putts for dough.” While other types of advisors and stockbrokers might focus exclusively on scoring “homeruns,” “touchdowns” or “long golf drives,” Paul’s focus is on preventing unnecessary losses, i.e., “bending without breaking,” “saves,” and “consistent putting.” In other words, the goal is winning at retirement by mitigating loss, because your best offense is a great defense.
- Retirement Planning
- Lifetime Pension Planning
- Risk Mitigation Strategies
- Retirement Tax Strategies
- Insurance Solutions
- Long-Term Care Strategies
- Tax-Advantaged Legacy Planning
Retirement Resources
Sometimes it seems that only those with a financial education understand one of the most important resources we have: our money. We are here to answer questions and provide help when it comes to saving and protecting your wealth, and generating retirement income that will last. Browse through the educational resources to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
Contact Us
I would like to have a no-obligation, complimentary conversation about my retirement!
Paul J. Mysyk takes the time listen, share ideas, and discuss your unique retirement goals and situation. Contact us below.
