By Mike Gibbons, RICP®
Lake County, IL, may not be well known to the rest of the country, but it has a lot to offer its local residents. Situated in the northeast corner of the state, just north of Chicago, Lake County is primarily a suburban region with some urban and rural areas. This makes it ideal for enjoying the best of both city and country life.
Lake County is known for its excellent schools, beautiful lakes and beaches, hundreds of miles of walking and biking trails, breathtaking forest preserves, unique downtowns, and terrific shopping centers. This makes it a wonderful place to live, work, and visit. While there are many reasons to love Lake County, I want to share some of the best things about being a financial advisor in this beautiful and diverse part of the country.
Supporting Local Professionals
In a world that has become increasingly digital via Zoom and Webex, we are proud to still operate the good old-fashioned way. While we do serve professionals nationwide, by maintaining a physical office presence in the area, our Lake County clients can come and speak to us in person when they have questions or needs. For employees of Big Pharma, which are the bulk of the clients we serve, we are right in your backyard! This allows us to have face-to-face conversations about personal and sensitive financial information, which, in turn, helps build a more trusting client-advisor relationship.
A Diverse Community
One of the best things about this community is its cultural and professional diversity. Living in Lake County provides a rich and unique experience that blends various cultures and professional backgrounds. For example, I may be meeting with a person who has worked for the county for 30 years, and the complexities of their retirement planning will look immensely different from someone who has spent 30 years working for a large biopharma organization. These different situations create new opportunities for customized strategies, allowing me to utilize my years of experience in the financial industry to create highly specialized plans tailored to pursue the unique needs of each client. I love the challenge this brings to my job and the opportunity to help a variety of people from diverse backgrounds.
How We Support Our Community
At Gibbons Financial Group, we have served Lake County residents for more than 25 years and have a strong working knowledge of the business climate in this area. This allows us to better understand the needs of our clients and work closely with them to pursue their goals with confidence. We value education and love giving back to our community by offering online resources and free webinars.
If you’re ready to create the retirement of your dreams, contact us today at 224-419-5550 or email me at Mike@gibbonsfinancialgroup.com to schedule a complimentary consultation. And be sure to join our free webinar, Retiring Early From Pharma, 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.
*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.