Paul L. Durso
Author, financial advisor, and creator of the Simplicitree planning approach
Paul L. Durso writes practical books for readers who want their savings to do real work. He is the founder of Insight Folios, the creator of the Simplicitree planning approach, and the author of four books on retirement, dividend income, and the calm side of building wealth.
Help readers replace anxiety about money with a plan they actually understand — one that pays them whether the market is up or down.
The voice behind the books
Paul L. Durso is a financial advisor and author based in Charlotte, North Carolina. He is the founder of Insight Folios, leads Uplift Technologies, and created the Simplicitree planning approach his books are built around. Across four titles — reThink. rePlan. RETIRE!, Mastering the Art of Financial Planning, Moneywork, and Built to Serve — Paul writes about retirement income, dividend-growth investing, and the long work of letting savings do its share. He holds Certified Estate Planner, Certified Wealth Strategist, and Certified Retirement Planner designations, and writes the same way he advises: patient, plain-spoken, and grounded in the kind of language people actually use about money. Paul lives in suburban Charlotte with his wife, Stephanie, and their three sons — Evan, Shane, and Reid — and counts husband, dad, and follower of Jesus as the titles he cares most about.
"You're not investing for the next quarter — you're investing for the next quarter century."
The principles underneath the advice
Plan for income; hope for growth.
Patience compounds; panic erodes.
Structure beats prediction when retirement is on the line.
Educate readers thoroughly enough to make their own decisions.
Generosity with knowledge tends to come back, not run out.
Credentials, practice, and the work behind the voice
The books are plain-spoken, but they are not casual opinions. They come out of years of advising, teaching, and refining a planning approach people can actually use.
Certified Estate Planner
CEP designation
Certified Wealth Strategist
CWS designation
Certified Retirement Planner
Founder of Insight Folios
A Charlotte-based advisory practice
Creator of Simplicitree
The income-first retirement planning approach used in his books
Author of four books
reThink. rePlan. RETIRE!, Mastering the Art of Financial Planning, Moneywork, and Built to Serve
Start with the conversation that sounds most like yours
Each title approaches the same larger work from a different angle: retirement confidence, income planning, dividend investing, or the deeper service model behind a healthy advisory practice.