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Rightsizing for Retirement

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Pauli Financial Group, LLC

Office: 518-383-1238

Mobile: 518-852-9433

Fax: 518-383-8418

945 Route 146, Suite 200

Clifton Park, NY 12065

rich@paulifinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Richard P. Pauli is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) other fine companies. Supervisory office: 24 Century Hill Dr. Suite 105, Latham, NY 12210 (518) 220-3000. Pauli Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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