Gilbert Wealth's
Comprehensive List of Services
As a comprehensive financial planner, I am trained to address many areas of your financial life. While not exhaustive, I’ve compiled more detailed list of financial planning topics we may address in our planning arrangement.
Note – Not all financial advisors cover the below topics. It is up to you to ask if these things will be addressed proactively or if you need to bring them up.
Investment Planning
Retirement Planning
Estate Planning
Protection Planning
Tax
Planning
Cash Flow and Budget
Assistance to Loved Ones
Other Services
The following services are not offered by Gilbert Wealth
- Tax Preparation
- Legal Advice or Legal Document Preparation
- Servicing Large Employer Retirement Plans (401k's, 403b's, etc)
- Real Estate Brokerage
- Medical Services, though I do know CPR