Paula C. Nangle, CFP<sup>®</sup>

Paula C. Nangle, CFP^®

Paula C. Nangle, CFP<sup>®</sup> - Financial Advisor

Paula C. Nangle, CFP^®

Financial Planner

Marshall Financial Group

33 W Court St
Doylestown, PA 18901

FINANCIAL ADVISOR'S WEBSITE

www.marshallfinancial.com

(215) 348-9393

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only. Financial planning provided for a fixed fee, based on the complexity of your situation. Portfolio management offered as a percentage of your portfolio. The top rate is 1%, dropping as the size of your portfolio grows.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Paula Nangle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marshall Financial Group in Doylestown, PA and the surrounding communities.

Financial Advisor Overview

If you’re used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1981, Marshall’s financial planning has been about helping you achieve your goals and live your dreams. It’s an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.

More

Financial Advisor Experience

As a financial life planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach and advisor to support, motivate and inspire her clients to explore and fulfill their vision of personal success and significance. She uses her talents at exploring and analyzing complex situations to “create comfort and confidence in the financial decisions people make along the journey of life.” Her own journey has taken Paula from an interest and education in Food and Nutrition to many years as an executive in clinical research and strategic marketing for Baxter Healthcare, Sanofi Winthrop Pharmaceuticals and Nycomed Inc. Her own experiences with work life balance, career transitions, long term planning, blended families and a husband who is a retired executive make her exceptionally valuable to the executives and their families who make up the bulk of her clientele.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Retirement, Personal Taxes

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only. Financial planning provided for a fixed fee, based on the complexity of your situation. Portfolio management offered as a percentage of your portfolio. The top rate is 1%, dropping as the size of your portfolio grows.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

Retirement

planning documents retiree

10 Essential Documents for Retirement

When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...

Read More >

Investment

Life in Balance

Your Financial Life in Balance

Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...

Read More >

Investment

Tips to Help in a Recession

5 Steps for Dealing with Recession

The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...

Read More >

Savings

Spending Plan Reminder

A Spending Plan (Budget) Primer or Reminder

It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...

Read More >

Starting a Family

Thinking About Adoption-Plan Your Finances First

Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...

Read More >

Investment

Beneficiary Election

The Power of Your Beneficiary Election

You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...

Read More >

Estate Planning

estate planning

Leaving a Legacy An Everyman’s Guide to Estate Planning

It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...

Read More >

Investment

women balancing act

The Financial Planning Balancing Act for Women

A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...

Read More >

Starting a Family

contemporary family

A Financial Primer for the Contemporary American Household

In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...

Read More >

Investment

diversification

Defining Diversification

In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...

Read More >