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Paul Risser began his work in the financial industry in 2000 with the
vision of helping people through proper financial planning. In 2001, he
founded Risser Financial Services and in 2007, Paul attained the
designation of Chartered Federal Employee Benefit Consultant (ChFEBC).
As an Investment Advisor Representative with Transamerica Financial
Advisors Inc., Paul holds Series 7, 63, and 65 securities licenses.
Paul
enjoys talking with federal employees and integrating their federal benefits
along with their personal finances.
“I want to help folks understand all of the options available to them”, says
Paul. “For many federal employees, this can be an overwhelming process, so I
work with them to help create a simple, easy to understand financial plan.”
Read on for complete information.
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Financial Planning Forum Menu
Risser
Financial Services (www.risserfinancial.com)
is an independent financial services company providing access to
professional asset management, business retirement plans, and federal employee
benefits. Areas that our financial professionals cover include, but are not
limited to investment planning, estate planning, retirement, retirement
planning, college funding, and insurance planning.
Paul's company is based on the principle that education and understanding of
your current financial situation is vital to successfully make prudent
decisions concerning your future financial condition.
Paul's years of experience helped him design an hour presentation, Federal
Employee Benefit Basics, which explains the basics of annuity computation, life
insurance, and the TSP. He has presented this program for numerous federal agencies and also
offers this program as a webinar.
As a host, Paul will be contributing insightful articles on economic trends and
retirement planning. It is through this service that Paul hopes to continue his
mission to help federal employees develop a successful retirement plan for a
sound financial future.
Registered Representative and Investment Advisor Representative with and
securities and investment advisory services offered through Transamerica
Financial Advisors, Inc., (TFA) Member FINRA, SIPC & Registered Investment
Advisor. Non Securities products and services are not offered through
Transamerica Financial Advisors, Inc. TFA and Risser Financial Services are
not affiliated.
Due to various state regulations and registration requirements concerning
the dissemination of information regarding investment products and services,
we are currently required to limit access of the following pages to
individuals residing in states where we are currently registered. A
broker/dealer, investment advisor, BD agent or IA rep may only transact
business in a particular state after licensure or satisfying qualifications
requirements of that state, or only if they are excluded or exempted from
the states broker/dealer, investment advisor, or BD agent or IA rep
requirements, as the case may be; and follow-up, individualized responses to
consumers in a particular state by broker/dealer, investment advisor, BD
agent or IA rep that involve either the effecting or attempting to effect
transactions in securities or the rendering of personalized investment
advice for compensation, as the case may be, shall not be made without first
complying with the states broker/dealer, investment advisor, BD agent or IA
rep requirements, or pursuant to an applicable state exemption or exclusion.
Paul Risser is licensed to sell securities in the following states: CA, CO ,
DE, FL, KY, MD, NY, OH, PA, VA, WI and WV.
Limits of Liability
and Disclaimer of Warranty
While the publisher and author have used their best efforts in providing
retirement and benefits information, they make no representations or
warranties with respect to the accuracy or completeness of the content of
this forum and Website, replies to site visitor questions, or prepared
articles, and they specifically disclaim any implied warranties of
merchantability or fitness for a particular purpose. The advice and
strategies contained herein may not be suitable for your situation. You
should consult with a financial or human resource professional where
appropriate. The publisher and author are not privy to an individual's
Official Personnel File (OPF), federal employees and retirees should contact
the HR department that maintains their OPF to insure all aspects of their
personal situation is covered. Neither the publisher or author shall be
liable for any loss or any other commercial damages, including but not
limited to special, incidental, consequential, or other damages.
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