YOU DIDN’T SPEND A LIFETIME SAVING TO WORRY IN RETIREMENT
Welcome to Western Reserve Capital Management. We are fee-only fiduciary financial advisors here to help Ohio families approaching and in retirement navigate complex decisions with confidence. Our retirement planning, tax optimization, and income distribution strategies were designed specifically for individuals within 5-10 years of retirement. In the end, that means you’re free to focus on what really matters – enjoying your retirement years and pursuing your goals.
Looking for a Retirement Planning Advisor? Choose Western Reserve Capital Management
We would be honored to speak with you regarding your retirement planning, tax strategy, and income distribution needs.
Experience
With advanced credentials (CFP®, EA, RICP®), we bring specialized expertise in retirement income planning, tax strategy, and wealth preservation. We have the knowledge and capabilities to help address the complex decisions that retirement brings.
Guidance
We are here to help answer your questions. Our team will work with you to create a comprehensive plan for retirement so you can focus on enjoying this next chapter of life.
Fiduciary Standard
As fee-only advisors, we don’t earn commissions on products, which means our recommendations are based solely on what we believe may be in your best interest.
Our Services
Wealth Management
Coordinate all parts of your financial life, investments, taxes, estate planning, and more, so everything works together smoothly.
Retirement Income Planning
Create a plan so you can retire comfortably without worrying about running out of money.
Tax Planning
Minimize your lifetime tax burden through strategic planning, not just year-end scrambling.
Investment Management
We create and manage a personalized investment plan to help you grow your savings and prepare for a confident retirement.
Estate Planning Coordination
Ensure your wealth transfers according to your wishes while minimizing taxes and family complications.
Insurance Analysis
Right-size your coverage to protect what matters most without over-insuring or paying for unnecessary policies.
WRCM’s Media Contributions
You Focus on Retirement, We Focus on Planning
We would consider it a privilege to serve you with your retirement planning and financial needs. Our goal is to provide you with professional, knowledgeable guidance that seeks to make complex decisions more manageable as well as supplying a consistent resource for you on an ongoing basis.
We strive to approach every client relationship with integrity and competence, to help ensure our clients have confidence not only in the planning process but also in their financial future.
Regardless of the size of your portfolio, our services can be tailored to meet your needs and goals. We are a comprehensive planning solution and endeavor to provide value that justifies our fees. By handling retirement income strategy, tax planning, and investment management, we help our clients focus on enjoying retirement. Simply put, we’re here so you can Retire with Confidence.
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Why Western Reserve Capital Management Is Your Choice for Retirement Planning
Choosing a financial advisor for your retirement means that you have guidance during one of life’s most important transitions, and our team would be honored to serve you in this capacity.
Discover why working with Western Reserve Capital Management may benefit your retirement planning:
- We have specialized credentials – Our advisors hold the CFP®, EA, and RICP® designations, representing specialized expertise in financial planning, tax strategy, and retirement income planning. Our team has decades of combined experience working specifically with retirees and pre-retirees. Having a fiduciary advisor working on your retirement plan provides assurance that recommendations are intended to be made in your best interest, adding transparency and accountability to the planning process.
- We follow best practices – Our retirement planning services are grounded in industry best practices and current research. We have been working in financial planning for years, and we draw upon this knowledge when working with clients to help determine appropriate strategies for their specific situation. To accomplish this, we consider current regulations, your desired outcomes, and your specific circumstances and values.
- We specialize in retirement – Western Reserve Capital Management offers retirement income planning, tax optimization, Social Security analysis, Medicare guidance, and investment management specifically for retirees. When you work with us, you benefit from a team that focuses exclusively on retirement planning. Our approach means your retirement income strategy, tax planning, and investment management are designed to work together to pursue your goals.
About the Author
Gage Paul CFP®, RICP®, EA
Gage Paul, CFP®, EA, RICP®, is a fee-only fiduciary financial advisor with Western Reserve Capital Management, LLC, serving Ohio families approaching and in retirement from offices in Hudson, New Philadelphia, and Akron. He holds a Bachelor of Science in Business Administration with a specialization in Financial Planning from the University of Akron. Learn More about Gage
Ready For Retirement?
If you are within 5 years of retirement, we can help you answer the question, “Can I Afford to Retire?” We can sit down with you to explore if you are prepared for retirement. We can also help create a plan forward to meet your retirement goals and dreams.