Orange County Residents
Turn Your Retirement Savings Into Lifetime Income — Without Losing Your Money
Worried about losing your retirement money or making a bad investment? With 30+ years of experience, Paul Barlow, Certified Financial Planner, helps you protect your savings, roll over your 401(k), Roth IRA, or other investments, and create guaranteed income for life — no market losses, no guesswork, no stress.
Discover How You Can Build Wealth & Protect Your Future with Clarity, Support, and Time Tested Solutions
Over 300+ Clients Financially Protected and Served
What if one wrong financial move ruins everything I’ve built?
Does this sound like you….
- You’re scared of rolling over your 401(k) because you don’t want to make a costly mistake.
- You constantly worry about losing money in the market, especially as retirement gets closer.
- You feel overwhelmed by financial choices and don’t know who to trust for safe, reliable advice.
- You’ve worked too hard to watch your savings vanish from one bad investment decision.
- You’re more focused on protecting what you have than chasing risky returns—but you still want growth.
At this stage in life, the stakes are too high to leave your future up to chance. If you cry yourself to sleep at night ever since you started investing in the stock market, we can fix that.
Meet Paul Barlow, CFP—Your Trusted Guide to a Worry-Free Retirement
I’m Paul Barlow, and I help people protect what matters most—your savings, your family, and your future—without the stress, confusion, or fear of making a costly mistake.
I know firsthand how overwhelming it can be to juggle your everyday responsibilities while also trying to make smart decisions about retirement, investments, and protecting your loved ones. Early in my career, I watched close friends struggle with unclear insurance and financial products that didn’t truly fit their needs. That experience fueled my passion to make financial planning simpler, safer, and built around your real life—not generic advice or high-risk strategies.
As a Certified Financial Planner™ serving families across Southern California, I specialize in safe money strategies that help you sleep well at night—no more wondering if a downturn will wipe out your retirement. I guide clients through rolling over their retirement accounts—like 401(k)s, IRAs, and 403(b)s—into personalized plans designed to protect your principal and generate dependable income. My approach is clear, personal, and built to help you make confident financial decisions—so you can enjoy life now and later without fearing the loss of your retirement income.
Feel Secure, Stay Protected, and Retire With Confidence
Sleep-Peacefully-at-Night Safety
We focus on principal-protected strategies that shield your retirement savings from unnecessary risk—even when the market gets unpredictable.
No-Regret Retirement Planning
I help you avoid costly financial mistakes with a clear, personalized plan built around your goals—not generic advice or guesswork.
Income You Can Count On for Life
We turn your retirement savings into reliable, guaranteed income that shows up month after month—no matter what happens in the market.
3 Simple Steps to Protect Your Family’s Future
Step 1.
Book Your Free Consultation
We’ll chat about your current financial concerns and future goals, so I can learn exactly how to help secure your family’s future.
Step 2.
We’ll Build Your Personalized Plan
I’ll create an easy-to-follow personalized approach that fits your unique needs
Step 3.
Retire Enjoy Lasting Security
With your plan in place, you can rest easy knowing your loved ones are protected and your retirement is on track.
Client Success Stories
“A Retirement Plan That Gives Me Peace of Mind”
“Before working with Paul, I wasn’t sure if my savings would last. He created a clear plan that guarantees my income, no matter what happens in the market. Now, I know exactly what to expect, and I don’t stress about my financial future. His process was simple, and I feel confident knowing my retirement is secure.”
Michael S.
⭐⭐⭐⭐⭐“Predictable Income Without Market Worries”
“I wanted a retirement strategy that didn’t depend on the stock market. Paul showed me how to turn my savings into a steady income stream that won’t run out. He took the time to explain everything, making it easy to understand. Now, I don’t have to watch the market daily—I know my income is secure.”
Susan G.
⭐⭐⭐⭐⭐“Finally Confident My Savings Will Last For My Lifetime”
“I had no clear strategy for turning my savings into reliable income. Paul helped me set up a plan that guarantees my money will last. He made the process simple and stress-free. Now, I feel confident about my financial future and can focus on enjoying my retirement instead of worrying about it.”
James R.
⭐⭐⭐⭐⭐
Frequently Asked Questions
What if I’m not sure where to start?
That’s exactly why I’m here. Schedule a free consultation, and we’ll clarify your options, answer your questions, and set you on the path to financial peace of mind.
Will working with a CFP cost me a fortune?
I’m committed to finding a plan that fits your budget. We’ll explore all available options and only recommend solutions that make financial sense for you.
How long does it take to set everything up?
The process is usually straightforward. After our initial chat, I’ll have a personalized plan ready for you in a matter of days, and setting it in motion can be just as quick.
Do I really need an annuity if I already have a retirement account?
Annuities can add an extra layer of security to your plan by guaranteeing income. Together, we’ll see if it makes sense for your situation and retirement goals.
Can my annuity be adjusted over time?
Absolutely. Life changes, and your plan should, too. We’ll review your annuity periodically to make sure it still aligns with your evolving needs.
How do I avoid high fees and expenses with annuities?
I’ll walk you through the different types—like variable, fixed indexed and fixed —and we’ll figure out which option best meets your family’s needs, budget, and long-term goals.
Retire Without Fear. Protect Everything You’ve Worked For.
I’m Paul Barlow, CFP®—I help you avoid costly mistakes and build a retirement plan that guarantees income for life. Using custom-fit annuity strategies, we’ll protect your money, simplify your future, and give you total peace of mind—without all the complexity and confusion.