By Mike Gibbons, RICP®
In the past few years, our world has become more unstable, and unexpected events have had a big impact on our economy. This has made many people uncertain about what the future holds. That’s why having a solid financial plan is really important right now.
As our client, you already know this, and having a financial plan in place means you don’t have to worry as much about scary news about inflation or a possible recession. Life can still be unpredictable, but if you work with a trusted financial advisor to plan for your future, it helps keep your money in good shape to weather unexpected events. Do you know someone who could benefit from this kind of partnership?
A Solid Support System
Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. At Gibbons Financial Group, our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?
A Trusted Professional
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 with and get to know new clients who may need the services we provide.
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 best life.
A Partner Who Cares
In all honesty, we genuinely enjoy assisting clients like yourself and are eager to extend our support to more people. Are there any friends or family in your life who could benefit from our compassionate and well-informed guidance as they pursue their financial goals? Whether they need an accountability partner or sound advice, we invite you to encourage them to schedule an appointment by calling 224-419-5550, emailing me at Mike@gibbonsfinancialgroup.com, or joining our free webinar, Retiring Early From Pharma. We would be delighted to initiate a no-obligation conversation about their financial aspirations.
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.