About Our Firm
We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years or more and you simply cannot afford to make mistakes in retirement and run the risk of running out of money. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.
Owner, Financial Advisor
The owner of RSP Financial, Paul has over 13 years experience in the financial services industry, with a broad background in mortgage lending, consumer credit, insurance, and investing. As a Series 65 licensed Financial Advisor and fiduciary, Paul specializes in retirement planning. His focus is on educating clients about their choices and helping them plan for a secure financial future. Paul is a graduate of Kent State University and is the proud father of three teenage daughters. When he is not working, he enjoys traveling, reading, and spending time with family.
Mark DiOrio, CFA
Chief Investment Officer
Mark DiOrio joined Brookstone Capital Management as Chief Investment Officer in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
Mark Perkins is a Principal of Perkins & Zayed, The Estate and Trust Law Group. He concentrates his practice in Estate Planning and Business Succession Planning. He has extensive advanced training as an estate planning counselor and therefore uses the most sophisticated techniques in the estate planning field. These techniques include living trusts, dynasty trusts, living wills, power of attorney documents, irrevocable life insurance trusts, charitable remainder trusts, minor trusts, qualified personal residence trusts, family limited partnerships and family foundations. RSP Financial and Perkins & Zayed are independent of each other with separate office locations.
Plan For Your Future
RSP Financial is an independent Financial Advisory firm, specializing in retirement planning. We are dedicated to making sure that you can enjoy peace of mind about your future, knowing that you have a clear gameplan of how to best utilize your assets in retirement.
We provide a simple, three step process, which centers around your unique situation, your goals, and your concerns. We seek to educate you in the process, so that when your plan is complete, you will have a complete understanding of how the three categories of money work together in retirement.
We look forward to getting to know you and helping you plan the retirement that is right for you!