Gage Paul (CFP®, EA, RICP®)

Planning Specialties

Investment Advice with Ongoing Management:
I provide ongoing investment management designed to support your long-term goals, not short-term market predictions. As your life changes, I adjust your portfolio to help keep it aligned with your priorities, comfort with risk, and financial objectives.

Retirement Planning & Distribution Rules:
I help clients plan for retirement with clarity and confidence, including when and how to draw income from retirement accounts. This includes guidance on Social Security, required minimum distributions (RMDs), and tax-efficient withdrawal strategies designed to make retirement income more predictable.

Tax Planning:
Tax planning is an ongoing part of my approach, not a once-a-year exercise. I work to coordinate investment decisions, retirement income, and savings strategies with the goal of reducing unnecessary taxes and helping clients keep more of what they earn.

Serving Baby Boomers:
I frequently work with Baby Boomers approaching or already in retirement. My focus is on helping clients transition from saving to spending, manage healthcare and Medicare considerations, and create plans that support both lifestyle goals and peace of mind.

High-Net-Worth Planning:
For clients with significant assets, I provide comprehensive planning that coordinates investments, tax strategy, and estate considerations. My goal is to help preserve wealth, simplify decision-making, and create a clear plan for today and future generations.

Assets Under Management (AUM):
I work with clients on an ongoing, assets-under-management basis, where my compensation is directly tied to the assets I manage for you. This structure allows me to focus on long-term planning, disciplined investment management, and client alignment.