About Us
At Retirement Refined LLC, our Retirement Income Planning and Investment Management team will examine your retirement desires and diligently evaluate strategies to help assist in making your unique retirement goals a reality!
Meet your host, Paul Levin:
Paul Levin helps baby boomers, retirees, and business owners enjoy retirement with confidence and clarity through strategic retirement income planning, investment management, and estate planning analysis. With nearly 40 years of experience, Paul is deeply passionate about supporting your goals for a fulfilling retirement lifestyle.
Paul works diligently to address your desires and concerns about retirement with a straightforward, well-orchestrated strategy. He is also a sought-after speaker, providing educational workshops throughout the community on Social Security planning, Medicare planning, and retirement income and tax planning.
Paul has earned the following professional designations and certifications, which prove he has met or exceeded rigorous industry standards for education, training, and ethics in financial and retirement planning:
- CFP® CERTIFIED FINANCIAL PLANNERTM
- ChFC® Chartered Financial Consultant®
- RICP® Retirement Income Certified Professional®
Outside of the office, Paul’s passions include baseball, enjoying a “fine” bottle of wine, the theater, comedy shows, and reading the latest John Grisham book. Paul grew up in Trenton, NJ, so no wonder his favorite baseball team is the NY Yankees, and his late faithful dog was named “Jeter”.
Paul begins his day with a daily jog, a trip to the gym. Up until 5 years ago, you could find Paul behind home plate catching for the South Jersey Senior Men’s Baseball League.
Paul is happy to volunteer his time and talents as a member of the Samaritan Life Care Planned Giving Committee.
Paul is married to his wife, Michelle, they reside in Moorestown, New Jersey.
Retirement Refined, LLC Phone: 856.354.3200
112 Haddontown Court, Suite 102, Cherry Hill, NJ 08034