By Mike Gibbons, RICP®

If you see a sign for a new restaurant, how likely are you to try it out? But what if your best friend tells you about the excellent food and service they experienced at this restaurant? Now you’re much more likely to give it a try, right? Simply put, referrals are proven to be effective because confidence is already in place. Referrals help our business flourish, and we are grateful for them.

Did you know that up until very recently, the financial services industry strictly prohibited sharing, posting, or advertising testimonials from clients, regardless of the experience? That’s why your generous referrals are especially valuable and essential to building our company! 

Thankfully, we’ve been fortunate to work with a wide range of clients who show their confidence in us by referring their friends and family to our firm. We believe these referrals happen because we stand out from the crowd for a few different reasons.

1. Our Dedication to Helping Others

Our team has a genuine desire to help others and assist with things that are truly fundamental to them and their families. Finances are indispensable. Insurance is necessary. Planning is vital. But most people seem to struggle with making decisions in all these important areas. We desire to use our strengths to guide individuals in these extremely significant areas that come effortlessly to us—all to create the retirement they envision.

2. Our Independence

In order to ensure we won’t be limited in the ways we can serve our clients, we chose to become independent financial advisors. This means that we are not tied to any particular company, product, quota, or ideology. Therefore, we can do what is truly in your best interest. We put you first, and seeing you succeed is our top priority. 

3. Our Wholehearted Commitment to Our Clients

One of our favorite aspects of our line of work is the freedom to choose with whom we work. When it comes to new clients, we strive only to take on those with whom we believe we can make a significant difference. Because we genuinely care about our clients, we work hard and take our responsibility to them very seriously. They trust that we will work diligently to make sure things are taken care of and done according to their plan.

Gibbons Financial Group is a full-service financial firm committed to providing our clients with the tools and insight they need to pursue their financial goals. We strive to use our client-first process to work with clients to help them identify goals, create a customized plan, and walk alongside them as those goals are accomplished.

4. Our Guarantee of Transparency

We are committed to providing real value in what we do, with reasonable fees that are clear and understandable. We aim to make a complicated process simple and educate clients to make well-informed financial decisions. We founded Gibbons Financial Group to help professionals in the pharmaceutical and healthcare industries pursue their vision for retirement and to form a close-knit practice of loyal clients, providing comprehensive financial services with a personalized, real-world approach.

5. We’re Never Too Busy to Help

One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each client as well as their loved ones. When you have questions about your financial future, we are here to help. If you have a friend or family member who has questions or needs unbiased advice, we are always available.

If you’re a client and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Go ahead and pass along this article to your friends and family and let them know we are happy to speak with them if they have any questions. And if they’re ready to see if we’re a good fit for their needs, they can call 224-419-5550 or email me at Mike@gibbonsfinancialgroup.com to schedule a complimentary consultation. And they may be interested in our free webinar, Retiring Early From Pharma, which was created specifically for professionals retiring from the pharmaceutical, biotechnology, and healthcare industries.

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.