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PAUL J. MERSHON, CFP®, CLU, ChFC®, RHU
PRESIDENT, SILVERHAWK FINANCIAL PLANNING, LLC.
Paul J. Mershon earned a bachelor's degree in business from the
University of Minnesota. He began his career in financial planning
in 1978 in Minneapolis, Minnesota. In 1981, as president of he founded
Resource Financial Group in Madison, Wisconsin. Under Paul's leadership,
Resource Financial Group developed into a diversified financial
services firm comprised of 11 consultants involved in the design
and implementation of financial plans for physicians, business owners
and other highly compensated individuals. In 1990, Paul sold his
firm to North Star Resource Group, a Minnesota-based firm with a
history in the financial services industry dating back to 1908.
In 1992, he moved his practice to North Scottsdale and founded Silverhawk.
Today Silverhawk advises business owners and high income individuals
on available methods to decrease taxes and increase working capital.
Paul also works with clients to develop the most appropriate asset
allocation strategy available based on their goals, risk propensity,
and income level, always careful to assess the current global economic
environment as well as potential inefficiencies and opportunities
in the investment markets.
* Securities offered through Ausdal Financial Partners,
Inc. Member FINRA / SIPC.. 220 N. Main St. Suite 400, Davenport,
IA 52801. 563-326-2064.
Investment Advisor Representative of, and Advisory
Services offered through Pioneer Advisors, LLC, a SEC Registered
Investment Advisor. Silverhawk is not affiliated with Pioneer nor
Ausdal.
www.finra.org
www.sipc.org
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