Gary M. Gilbert and Associates LLC
Our Services
While developing a customized financial program, we will walk you through a step-by-step collaborative process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We will meet with you on a regular basis to keep you advised and make adjustments as needed. We are happy to review and recomend following products and services:
Fee Based Investment management
Independent Investment reviews
401(k) and 403(b) review and management
Retirement planning and strategies
Estate conservation
Review of Insurance and annuites
Tax return preparation*
Tax planning*
*United Planners does not provide tax advice. Tax services are provided independently by Gary M Gilbert and Associates LLC.