Paul Cfp Sutherland MBA

Add to Favorites

Financial Planners, Financial Planning Consultants, Financial Services

Be the first to review!

Add Hours

(231) 929-4500Call

Add Website

Map & DirectionsDirections111 Cass StTraverse City, MI 49684 Write a ReviewWrite Review

More Info

AKA

Sutherland Paul CFP MBA

Sutherland Paul H

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

Gallery

Add Photos

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (231) 929-4500

Address: 111 Cass St, Traverse City, MI 49684

Paul Cfp Sutherland MBA

Taxes

Tax Planning
Individuals and corporations from across the United States have sought his advice on estate and tax planning, retirement and investment management. He has spoken to professional groups nationally and internationally - including Singapore, Beijing, Sydney and Toronto - on topics such as international investing, investment economics and portfolio management.

Investment

Investment Management
Paul Sutherland has worked in the investment and financial advisory business since 1975. As a Senior Portfolio Manager, he has been managing global total return investment portfolios (under the "investing without borders" style) for more than 23 years. In 1984, Mr. Sutherland formed the Financial & Investment Management Group, Ltd. (FIM Group) - a Traverse City, Michigan-based registered investment adviser that manages investment portfolios on a discretionary basis for individuals, trusts, foundations and retirement plans. He currently serves as the company's President and Chief Investment Officer.
Wealth Management

Planning

Financial Planning
Recently, I gave a presentation on my upcoming book, "AMA Physicians' Guide To Financial Planning". Below you will find the slides (Flash Palyer required) used during my presentation.
Retirement Planning
Having a thorough understanding of physicians' lifestyle, wants, challenges and needs is critical when assisting physician clients with life, career, investment, financial, and retirement planning needs. Author, global investment manager, and NAPFA member Paul Sutherland will provide a tangible practical, framework for how to work effectively with doctor clients, by serving their real needs, and provide worthwhile value added services to help physician's. This is to confirm your participation in our Mastering the Art of Serving the Physician Client.
Asset Management
Beyond his extensive investment experience, Mr. Sutherland is the author of numerous books on financial planning and money management, including Zenvesting: The Art of Abundance & Managing Money, 12 Steps to a Care-Free Retirement and the AMA Guide to Financial Planning. Mr. Sutherland began his writing career in 1979 with an article on international investing that was published by Physician's Management Magazine. Over the past 27 years he has had academic and consumer articles published in magazines, newsletters and other publications on subjects such as benchmarking global portfolios, asset allocation, retirement investing, income investing, forecasting and global investing. His work has been published in Business Ethics, Financial Planner, Dental Management and NAPFA News. He is a regular columnist for Spirituality & Health magazine and has been interviewed by Bloomberg News, Barrons, The Wall Street Journal, The Wall Street Transcript, Investors Business Daily (IBD), Investment News, Money Magazine and others.

View All Services

Provided by

Browse

Paul Cfp Sutherland MBA

More Info

Gallery

Reviews

Details

People Also Viewed

Paul Cfp Sutherland MBA