Do You Know Someone Who Needs Our Help?

By Mike Gibbons, RICP®

Life, even in normal times, is full of change. Then we have a wild two years like the ones we just walked through and it’s hard to remember what the world was like pre-2020. Thankfully, you don’t need to lose sleep over (nor can you control) inflation, supply chain issues, or the other crazy headlines we see daily. 

Even if you’re not stressed, that doesn’t mean it’s not important to find an advisor you can trust and work with to help strategize your finances and plan for a bright future. At Gibbons Financial Group, our job is to help you live life to the fullest. No matter what happens in your life, or whatever questions you have, you can always count on us. 

Do your friends, family, and coworkers have this kind of support system?

We’re Here to Help

That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. 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. 

The truth is, we love working with clients like you. Do you know someone similar to you who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track? If so, we are happy to provide them with a complimentary financial consultation.

We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your life to the fullest.

If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll spread the word to a friend, colleague, or family member who may benefit from our services. For a complimentary consultation, please share this article with them or have them contact us at 224-419-5550 or Mike@gibbonsfinancialgroup.com. And be sure to encourage them to join our free webinar, Retiring Early From Pharma.

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.