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.

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.