Welcoming Gage Paul Aboard

 

We're excited to share with you some great news about the firm.

Since Alan Shall, retired last year we've been interviewing potential advisors to join the firm. we've kept the bar high: the right candidate would need to be credentialed; have substantial experience in retirement planning; a depth of knowledge in the field; and, most importantly, one in whom we could feel secure enough to directly address our clients' issues and interact with them personally.

We are now able to confidently share with you that we believe Gage Paul, CFP®, RICP®, EA is able to meet those criteria.

Gage holds the Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP), an Enrolled Agent (EA) credentials, and graduated from the University of Akron with a B.B.A with a specialization in financial planning. He comes to us with experience from several local financial planning firms and has developed a great interest in retirement planning, in particular.

Gage's entry will allow us to increase the level and depth of service to you. He will share the financial planning and investment research duties, and he broadens the firm's skills with his foundational knowledge of retirement income maximization strategies.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck