By Mike Gibbons, RICP®
Managing your finances can be challenging, even when your circumstances are relatively simple. As a high-level professional with a busy career and family life, things get complicated quickly. You may not have the time or energy to oversee an important, but time-consuming, aspect of your life. As a successful and educated pharmaceutical or healthcare professional, you understand the value of delegating to other professionals. But when it comes to planning for one of life’s biggest milestones—retirement—how do you know who to turn to or who you can trust?
That’s why Gibbons Financial Group exists. We founded our practice to help professionals in the healthcare and pharmaceutical fields navigate their financial situation and unique employee benefits plans with confidence so they can create the retirement dream they envision. We have been doing this for over 20 years, and it’s what we do best. Here’s more about who we serve and how we can help.
Who We Serve
As an independent advisory firm, our team provides custom-tailored financial planning and investment management to professionals and their families. While our services extend throughout the country, we are based in Gurnee, IL, and specialize in working with pharmaceutical and healthcare professionals locally. Many of our clients come from Abbott Laboratories and AbbVie, but we also help employees of other pharmaceutical, biotech, and healthcare companies. Our clients are usually within 5 years of retirement and looking for help navigating their benefits plan. We help them make informed decisions about their options and simplify the complex, so they can focus on working toward their vision of retirement success.
What We Do Best
While we provide a variety of financial services to our clients, our main objective is to simplify the many decisions they face when navigating their benefits plan so they can prepare for retirement on their terms. To do this, we have developed a streamlined process for taking new clients from bewildered to enlightened—so they are never left wondering what their next step is. With our emphasis on regular communication and transparency, clients always know where they are in their retirement journey.
How We Can Help
Our mission at Gibbons Financial Group is to partner with our clients to deliver personalized financial and retirement planning advice that is tailored to their unique situation. With decades of experience and education in the financial planning field, and specializing in the pharmaceutical and healthcare industries, we understand the specifics of your benefits plan and can help you design a path to help you reach your idealwork towards retirement. (See a sample retirement income plan here.)
If you are ready to design the retirement of your dreams, call 224-419-5550 or email me at Mike@gibbonsfinancialgroup.com to schedule a complimentary consultation. Also, 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
RICP conferred by The American College
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC a registered investment advisor and separate entity from LPL Financial.
