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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Planning Your Financial Future… It’s a Matter of Trust

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You work hard for your money, but is your money working hard for you?

Welcome

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Gary M. Gilbert is a fee based financial planner commited to building long term relationships with our clients. Our mission is to help our clients build the retirement of their dreams and protect their families' financial future by delivering trustworthy, personalized service and expertise.

The money you've worked so hard to save will probably be one of your biggest sources of income during your retirement, providing you with security and independence. What you decide now will shape your future quality of life.

We build client relationships based on trust, competent professional advice and prompt personal attention. Whether you are a new client or someone who has trusted Gary for years, you can be sure you'll be heard when you discuss your financial goals and concerns. We listen and take your needs to heart.

We hope as you brouse here, you might understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement planning, wealth preservation, and estate planning. Most important, we hope you see the value of working with a skilled professional to pursue your financial goals.

We're here to listen and help coach you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

Describes how Roth accounts can generate tax-free retirement income.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Explores how investment strategy changes once retirement begins.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This calculator can help you determine how soon you can pay off your mortgage.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck