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Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory Services offered through RBF & Co. Wealth Advisors. Triad and RBF & Co Wealth Advisors are not Affiliated.

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A message from author Paul T. Fullerton

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To download the Your Mess, Her Problem! forms please fill out the information below.

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Welcome and thanks for visiting the website. I’m a wealth advisor in St. Louis, Missouri. My firm, RBF & Co. Wealth Advisors, has been helping families since 1984. My practice is focused on providing personalized wealth advisory services for a small network of referred families. The network is intentionally kept small because I want you to have access to me whenever you need me and because I can only provide advice that will benefit you if I actually know you, your family and your goals.

Each client’s portfolio is individually constructed, based on their specific needs so there are no "one-size-fits-all” models. I am completely independent and select investments based solely on their potential to advance your financial goals. While you're here, please take a moment to visit my firm's website to learn more about my practice.

I’ve been married to my wife, Kathy, for over 30 years and we have two adult children and two grandchildren. Besides my family, I love hockey, music, Gibson guitars, and vacationing on Captiva Island, Florida.

As for my professional background, I earned a law degree from Washington University in St. Louis, Missouri after getting my business degree from Southern Methodist University in Dallas, Texas. I practiced law for seven years, specializing in commercial bankruptcy and real estate finance law.

If you have questions or would like to talk with me about your financial goals, please use the "Contact Paul" section below to send me a message. I’ll get back to you by email or telephone.

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Your Mess, Her Problem! Paul T. Fullerton

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Are you ready to get your

financial affairs in order?

If you’ve decided to take control and get your financial affairs in order, you’ve come to the right place.

In Your Mess, Her Problem!, wealth advisor Paul Fullerton reveals the looming financial problem couples will face when one spouse dies.

In most families, one spouse handles the family’s money, including their investments, life insurance, retirement accounts, college funds, etc. If that spouse dies, the surviving spouse has a real problem. Unfortunately, by the time the surviving spouse realizes the problem, it’s too late to do anything about it.

Fortunately, Your Mess, Her Problem! provides clear, practical guidance that will not only prevent the problem looming in your future, but provide you peace of mind now. Author Paul Fullerton walks couples through a step-by-step process of preparing for the inevitable. Completing this surprisingly simple exercise will give both you and your spouse the peace of mind that comes from knowing you are financially prepared.

Get your copy of Your Mess, Her Problem! here.

If you are already working your way through Your Mess, Her Problem! and need full-sized copies of forms from the book, scroll down to the "Get Forms" section.