Our Process

Process Wheel

As a client of Richard R. Paulsen Insurance Services, your unique needs and objectives will always be at the center of the planning process. Each phase, each decision, each dream belongs to you, and we will partner with you to help you achieve what you desire.

During our initial meeting, we will spend time getting to know you so that we can gain a clear understanding of your concerns and objectives. Next, we will provide you with an analysis and projection of your personal and business financial situation, and then together, we will explore possible strategies to help you achieve your goals. Throughout the process, we will collaborate with your circle of advisors to implement the plan, and we will monitor and follow up on your course of action.

As we go through this process with you, we will put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of Nautilus Group®* professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated process helps ensure that all areas are considered in order to formulate the right course of action for you.

*The Nautilus Group®, is a service of New York Life Insurance Company and does not provide tax, legal or accounting advice.