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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Who We Help

You have goals and want to make smart financial decisions. You value time and relationships and want the advice of a financial professional. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help.

<strong>Federal Employees</strong>

Federal Employees

You want an advisor that understands your unique Federal benefits. One that can help you through your FERS and CSRS retirement experience.

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<strong>Military Families</strong>

Military Families

You proudly serve our country and want to prepare for the transition to retirement.

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<strong>Small Business Owners</strong>

Small Business Owners

You own a business and have both personal and business financial goals.

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*If this does not sound like you but you would still like to work with us, Contact us today so that we can learn more about your goals.

What Sets Us Apart

Fiduciary

You deserve genuine financial advice, as an Accredited Investment Fiduciary we have taken an oath to work in your best interest.

Transparent Fees

You know exactly what it costs for our services. Our fees are straightforward.

Technology

You can engage with us virtually. We service clients from coast to coast and utilize technology to help deliver a great client experience.

Specialists

Federal and Military Families have unique needs. We specialize in helping you achieve your savings and retirement goals.

Tax Smart Investing

You can't ignore the tax implications of your investments. We have the knowledge and tools to help.

Meet Tom Paup

Meet Tom Paup

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Hello and thanks for stopping by. I'm Tom, President of Carlisle Financial Group, and since 2007 I have been helping people just like you plan for a successful retirement. I am passionate about my client's financial lives and welcome you to contact our office to learn more about our services.

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