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Mini paul lemon
Integrated Financial Planning, PC
Durango, Colorado

Paul Lemon

CFP®, CPA, PFS
Offering Genuine Financial Freedom through Money Attentiveness
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Meet Paul

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Retirement and Goals Planning - Paul Lemon
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Fiduciary Fee Only - Paul Lemon
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Money Worries - Paul Lemon
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Portfolio Asset Management - Paul Lemon
Video Transcripts

Paul's goal has always been to help each of his clients find more happiness with less suffering in their financial lives. Longing to uncover a solution to the money misery we all experience, he sold his private CPA tax practice to become a full time fee-only financial planner. Paul's new approach is rooted in practical experience and focuses on the cause, not the symptoms, of our troubled relationship to money.…

Paul's goal has always been to help each of his clients find more happiness with less suffering in their financial lives. Longing to uncover a solution to the money misery we all experience, he sold his private CPA tax practice to become a full time fee-only financial planner. Paul's new approach is rooted in practical experience and focuses on the cause, not the symptoms, of our troubled relationship to money. He believes that each person must come to grips with money by finally giving it their full attention. Paul devoted 3 years in writing "Ten Weeks to Financial Awakening," which he gives to each new client – giving them a clear road to financial transformation.

Firm History

Paul A. Lemon, P.C., was formed in 1985 by Paul Lemon. The firm provided comprehensive tax planning and preparation, and accounting services to individuals and businesses. On December 18, 1998, the tax practice component of Paul A. Lemon, P.C. was sold to another CPA firm. This enabled Paul to begin the firm of Integrated Financial Planning, P.C. - which focuses solely on the comprehensive financial planning needs of clients.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Business executives
Families
Other professions

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant
PFS - Personal Financial Specialist

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
AICPA - American Institute of Certified Public Accountants

Education

Bachelors
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