Gage Paul (CFP®, EA, RICP®)
Gage Paul focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- AUM
- Baby Boomers
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Investment Advice with Ongoing Management: Advisors provide continuous, tailored investment guidance, adjusting portfolios as needed to align with clients' changing goals and circumstances. This ensures strategies meet objectives and risk preferences over time.
Retirement Planning & Distribution Rules: Specialists craft detailed retirement plans, considering income needs and retirement timing, while navigating IRA and 401(k) rules to optimize income and minimize taxes. Understanding of RMDs and strategic withdrawals is key.
Tax Planning: Advisors aim to reduce tax liabilities through careful planning, considering the impact of investment decisions, income, and estate planning, maximizing tax efficiency with up-to-date strategies and tax-advantaged vehicles.
p>Baby Boomers: Focused on this group's specific needs, advisors offer guidance on retirement readiness, estate planning, and healthcare costs, ensuring a secure retirement despite unique challengeHigh Net Worth Client Needs: Tailored for individuals with significant assets, this service includes advanced estate planning, tax strategies, and wealth management to preserve and enhance wealth through customized approaches.
Assets Under Management (AUM): Reflecting the total market value of managed assets, AUM-based fees align advisors' success with clients', focusing on asset growth through effective strategies.
Additional Information
Gage graduated in 2017 from Akron University with a Bachelor of Science in Business Administration, with a specialization in Financial Planning and Services. While at the University of Akron, he served as vice president for the Financial Planning Association. Continuing his educational pursuits, Gage became an Enrolled Agent with the IRS in 2018 and earned his designation as a Certified Financial PlannerTM practitioner (CFP®) and Retirement Income Certified Professional (RICP®) both in 2019. He also passed the necessary exams for the Ohio notary, Series 7 exam, Series 65 exam, Ohio Insurance exam for Life and Health.
Gage lives in New Philadelphia with his wife Rose and two stepchildren Amara and Kai. Outside of work, he enjoys going to the gym, spending time outdoors either hiking or mountain biking.
NAPFA Start Date
March 14, 2024
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