Paul RoneFinancial Advisor
First State Financial Management, Inc.
101 W. Commercial Street
Lebanon, MO 65536
Paul Rone helps individuals, families, and business owners turn their financial goals and visions into reality. Paul takes the time to understand his clients’ specific situation and needs, then designs a financial plan that becomes a roadmap to lead them from where they are now to where they want to go.
Paul’s mission is to develop trusted financial relationships and provide ongoing professional guidance. His experience includes developing and implementing financial plans for individuals and business owners. Among his financial offerings are asset management, pre-retirement and retirement income solutions, asset allocation strategies, and tax efficient strategies.
Along with a Master of Business Administration (M.B.A.) from Drury University, Paul’s professional credentials consist of FINRA 6, 7, 26, 63 and 65 registrations, in addition to Life, Health and Annuity Insurance Licenses.
Paul is a native of Southwest Missouri, where he and his wife, Ann, raised their family. In his spare time, Paul enjoys fly fishing, travel and especially scuba diving.
Paul graciously looks forward to the opportunity help you achieve your financial goals and ambitions. He would gladly meet you in his office, or if more convenient, your home or place of business.