Broker Check
Behavioral Finance Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

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 

585-387-3625, marc@forgefinancialadvisors.com

Check the background of this firm on FINRA's BrokerCheck.

Helpful Content

 Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What your life will look like after you leave work.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

 

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos arrow