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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?