Who are We?
Gem Wealth Planning Group is a Financial Planning office located in the heart of the Wellsville Business District at 93 N. Main Street.
Gem Wealth Planning Group is an independent affiliate of Osaic Wealth, Inc. which gives us access to numerous resources to best serve our clients.
Geralyn Gough, CFP® became a Registered Representative in 2000, and a Certified Financial Planner® in 2003. She started this branch of Osaic Wealth, Inc. in 2006. Molly Cole joined the team in 2018, and in 2021 Gem Wealth Planning Group was created. Jackie Stilson rounded out our team in 2022.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Words of Wisdom
"Compound interest is the eighth wonder of the world. He who understands it, earns it...he who doesn't...pays it."
- Albert Einstein
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.