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5990 B Wilcox Place, Dublin, OH 43016

614-495-9563
paul.zeis@lpl.com
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Paul Zeis

CRPC®, CPFA®

Financial Advisor

614-495-9563

5990 Wilcox Place, Suite B
Dublin, OH 43016

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A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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