Paul Irwin

Paul Irwin

Financial Advisor

Visit my web site!

109 South Harris Street, Suite 220
Round Rock, TX 78664

Phone: (512)671-7526 ext. 103
Fax: (512)671-7527
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES
 
• Fixed Annuities
• Variable Annuities
• Charitable Giving Strategies**
• Disability Income Insurance
• Estate Conservation Strategies**
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance
and disability income insurance)
• Medical Supplement Coverage
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) plans
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
  
QUALIFICATIONS
 
•   Licensed to sell Life & Health Insurance 
• Registered to offer securities products
• Registered Representative of New England  
      Securities, Corp.
• Eight years in the Financial Services Industry
  
PERSONAL
 
•   Resident of Central Texas since 1983 
• Husband of Kathy Irwin since 1997 and Father
   of two, Ashlyn and Hunter
• Hobbies: Golf, Fishing, Hunting, and Softball
  
ORGANIZATIONS
 
• Member and former diplomat of Cedar Park
   Chamber of Commerce
• Active member of High Point Fellowship and
   coordinator of Men’s ministry activities as well as
   financial education programs group leader
• Mentor to disadvantaged young men with
   Immeasurably More mentoring program.
  
**I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities products and investment advisory services are offered through registered representatives of New England Securities Corp. (NES) a broker/dealer (member FINRA/SIPC), Chisholm Trail Financial Group is a separate entity from New England Securities, Corp. New England Financial is the registered mark for New England Life Insurance Company (NELICO), Boston, MA 02116. NES and NELICO are affiliates.