About Paul Deaton - The Excel Spreadsheet Doctor: One-man shop supplying all your Excel spreadsheet needs. Over 15 yrs of hands-on experience designing, revising and troubleshooting spreadsheets and charts for business, financial and technical uses. Background in software engineering for business management and engineering applications. Also offer training classes and one-on-one mentoring to help you solve the mysteries that can make Excel frustrating.We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals. Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.  I focus on people in or near retirement, who want to reduce risk and taxes. UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial q

Paul Deaton - The Excel Spreadsheet Doctor is located at 183 High St Versailles, KY 40383. Please call at 859-396-6150 for more information about their service, office hours, warranty and license.

Paul Deaton - The Excel Spreadsheet Doctor began to serve the community in 2010. The areas it serves include Versailles, KY and surrounding areas. The towns and cities it serves include Versailles. Paul Deaton - The Excel Spreadsheet Doctor accepts the following forms of payment: Visa, MasterCard, American Express, Discover, PayPal, Check.

Its office number is 859-396-6150. Paul Deaton - The Excel Spreadsheet Doctor does not have a web site in our record.

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