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. Our retirement planning, tax planning, and income distribution strategies were designed specifically for individuals within 5-10 years of retirement, enabling you 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 professional 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 develop a retirement plan designed to help you 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
We work to coordinate multiple aspects of your financial life, including investments, taxes, estate planning, and more.
Retirement Income Planning
Develop strategies designed to help address retirement income needs and longevity considerations.
Tax Planning
Strategic tax planning designed to help address your tax obligations efficiently.
Investment Management
We develop and manage a personalized investment strategy designed to align with your goals and risk tolerance.
Estate Planning Coordination
Coordinate with your estate planning to help align strategies with your wealth transfer goals.
Insurance Analysis
Analyze your insurance coverage to help determine appropriate protection levels for your situation.
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, working to help our clients develop confidence in the planning process and their financial decisions.
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.
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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:
- Professional Credentials and Experience – Our advisors hold professional credentials including the CFP®, EA, and RICP® designations. Gage Paul, CFP®, EA, RICP®, and James C. Sexton III, CFP®, bring specialized expertise in financial planning, tax strategy, and retirement income planning. Our team has years of combined experience working specifically with retirees and pre-retirees. As fiduciary advisors, we work to ensure recommendations are intended to be made in your best interest, adding transparency and accountability to the planning process.
- Informed by Research, Focused on You – Our retirement planning services are grounded in professional standards 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.
- We specialize in retirement – Western Reserve Capital Management offers retirement income planning, tax planning, Social Security analysis, Medicare guidance, and investment management specifically for retirees. When you work with us, you benefit from a team that focuses 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 analyze the question, ‘Can I Afford to Retire?’ We can sit down with you to evaluate your retirement readiness. We can also help develop a plan designed to work toward your retirement goals.