By Mike Gibbons, RICP®

If there’s anything positive we can say about 2020, it likely made us realize what’s most important in life: family, health, and if you’re a healthcare professional, maybe a strong sense of purpose. And with the major hit employment took, it also showed how money, although maybe not the most important part of life, affects every aspect. It can give you the security and stability that positively impacts the things that matter most, but because of its far-reaching impact, managing money often leads to stress and worry. That’s why an advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. 

But how do you find an advisor you can trust and with whom you’ll want to work for the long haul? At Gibbons Financial Group, we understand this can be an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more pharmaceutical and healthcare professionals who conscientiously choose to place their finances in our hands. 

We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.

The Gibbons Financial Group Difference

We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:

1. A personalized real-world approach. We know that no two individuals’ financial planning needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances. 

2. Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.

3. A long-term commitment. We recognize that financial planning and investing is an ongoing process since life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the financial planning resources and ongoing management necessary to help you continuously work toward your goals.

4. A dedicated team. With a diverse team of experienced professionals who maintain a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities and prepare to fully embrace retirement.

The People We Serve Best

We at Gibbons Financial Group desire to take away your fear and anxiety and help carry your financial burden. Because we like to form trusted and close relationships with our clients, we strive to work with people we believe we can best serve. We specialize in serving a wide variety of clients with different backgrounds who seek long-term relationships and a comprehensive approach to wealth management; they want to delegate their financial matters to a professional they can trust so they can simplify and focus on what’s important. Our mission is to help you make informed decisions about your options so you can work toward your vision of retirement success. 

Do You Know Someone Who Could Benefit From Our Services?

One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients as well as their loved ones—and take these financial matters off their already full plate! When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you know anyone else who has questions or needs unbiased advice, we’re never too busy to help. 

If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please forward this article to them, and call 224-419-5550 or email me at Mike@gibbonsfinancialgroup.com to schedule a complimentary consultation.

About Mike

Michael J. Gibbons is founder and president of Gibbons Financial Group, an independent advisory firm providing custom-tailored financial planning and investment management services to pharmaceutical and healthcare professionals and their families. Mike has over 25 years of experience and spends a significant portion of his day working with pre-retirees and retirees, focusing on asset management, Social Security and pension planning, as well as retirement income preparation. 

Mike has degrees in both business and psychology from Lake Forest College and currently holds his Retirement Income Certified Professional (RICP®) designation from the American College. Mike was named a Five Star Wealth Manager for 2016 and 2018* Mike is heavily involved in his community, having served on the Village of Gurnee Police Pension Board as a Community Volunteer and the St. Patrick’s Parish Financial Board. When he’s not working or volunteering, Mike loves playing golf and spending his time with his wife and children. To learn more about Mike and how he can help you, connect with him on LinkedIn, visit his website, and register for his free webinar, Retiring Early From Pharma, created specifically for professionals retiring from the pharmaceutical, biotechnology, and healthcare industries.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016/2018 Five Star Wealth Managers.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.