Protect What Matters Most: Your Family, Your Business, Your Future

Managing assets, shaking things up in a buttoned-down industry, and making your money work as hard as you do.

I grew up in a blue-collar family where money was tight, and I watched my parents work hard without the financial security they deserved. That shaped my mission: to help families and businesses make conscious, deliberate decisions about their future. Whether you’re building a business, preparing for retirement, or want a confidential second opinion, I’m here to help you grow wealth, pay less tax, and prepare for the uncertainties life throws your way

Asset Growth & Management

Helping you grow your wealth in a way that’s tax-efficient, strategic, and aligned with your long-term goals.

Protecting Businesses
& Families

Ensuring your family and business are protected, no matter what comes next.

Retirement & 401(k) Planning

If you’re 5-8 years away from hitting your “magic number,” I’ll help you enter the next phase of life with confidence and peace of mind.

Get to Know: Paul Dowd

Favorite Movies: Dead Poet’s Society, Rudy—because who doesn’t love an underdog?

Favorite Artist: Bruce Springsteen, hands down.

Favorite Hobbies: Cooking—my Italian Nona taught me well, and I love razzing my sisters about who’s the best cook.

Favorite Sports Teams: Boston Red Sox, New England Patriots, Celtics and Bruins

This is my story. What you see is what you get. Simple. Straightforward advice from a guy with his feet on the ground. I’m curious to hear your story. How did you build your business? What keeps you up at night?

Paul Dowd

ChFC®, CExP™

Financial Advisor

Connect with Paul Dowd

p.dowd@cplanning.com

Office Location:
2626 Glenwood Ave
Ste 450
Raleigh, NC 27608

Protecting families and businesses, managing assets, and shaking things up in a buttoned-down industry is what I do. And I’m on a mission to have your money work as hard as you do.

I specialize in the Building Trades and Bio Medical and Pharmaceutical Industries. I also consult with Pre-retirees within 5-8 years of their magic number, as they prepare to move into the next phase of life. I help my clients create more wealth, pay less tax, and be better prepared for life’s uncertainties.

So how does a blue-collar kid who jams to Springsteen air guitar end up managing wealth? As I said, I am on a mission. My dad was an electrical lineman and mom worked second shift. They lived paycheck to paycheck, and at times, they struggled. Sears Roebuck Winner Two·s and Wrangler Tough-Skins where the armor I did not choose, but what we could afford. Maybe my mission is a result of my mom stepping out of the picture at 49, from an aneurysm. Maybe it’s because my dad, after 37 years of laboring work, was diagnosed with ALS and never had the time to pursue his bucket list.

Whatever the reasons, I am an advocate. I help people make conscious, deliberate decisions about the people who matter most. When emotional decisions have to be made, I can be the voice of the spouse, the child, the business partner, or the key employee that you need.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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