I've been in the financial services industry since 1981 and have seen good times, bad times, market crashes, recessions, volatility, tremendous swings - in other words - life. Having survived all this, I am more committed than ever to helping my clients simplify their financial lives by cutting through the complexity for them to arrive at a workable program for their long term financial success. Simply put - I am dedicated to using my education, experience and resources to help clients develop a financial plan that they understand and believe in. In my opinion, this is the type of plan that will work over the long haul.
As a holder of 7 degrees and designations, I am prepared to help you achieve your financial goals. My process is simple and user friendly. After an initial complimentary consultation, we mutually decide if we want to work together for your benefit. We then learn as much as we can about your personal and financial situation, set goals, do an assessment, formulate a plan and then jointly implement it. After that, we periodically meet to monitor and adjust your plan to meet changing circumstances. In addition to the actual planning process itself, a variety of financial products from quality providers are available to you.
As an avid marathon canoe racer, runner, athletic trainer, cross country skier and snowshoe racer, I use various competitions as a platform to raise money for various local charities such as the Dream Factory, Camp Good Days and Special Times, The Arthritis Foundation, and the Vietnam Veterans Memorial at Highland Park. In the past 24 years, my generous clients and friends have pledged over $130,000 to these causes on my behalf. My flagship fund raiser is the 70-mile General Clinton Canoe Regatta on Memorial Day each year. Let me know if you want to help us out in the next event.
Marc R. Gillespie, CLU, ChFC, CFS, MSM, CLF
Check the background of this firm on FINRA's BrokerCheck.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Apps that help small business owners better manage and grow their business.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
For some, the social impact of investing is just as important as the return, perhaps more important.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The market is as unpredictable as the weather. We’d love to help you prepare.
It's easy to let investments accumulate like old receipts in a junk drawer.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.