Gilbert Wealth Articles

Comprehensive Services List

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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
Steven Gilbert

Steven Gilbert CFP® is the owner and founder of Gilbert Wealth LLC, a financial planning firm located in Fort Wayne, Indiana serving clients locally and nationally. Gilbert Wealth helps clients optimize their financial strategies to achieve their most important goals.