Since 1980, GILFI has been in the business of building, preserving and transferring wealth for individuals and small businesses in Eau Claire, Wisconsin and throughout the region. Owner Mark Gilbertson launched his career in the financial services industry in 1984, and since that time, his experience and training have continually resulted in referrals from clients and professional colleagues.
Professional Credentials
Mark holds Series 7, 63 & 24 securities registrations as well as life, variable life, health and disability insurance licenses. His comprehensive qualifications allow him to provide well-rounded financial guidance to clients throughout Wisconsin.
Client-Focused Approach
You'll find Mark's enthusiasm for his business contagious and your time with him well spent. He insists that everyone who comes through the door receive a courteous, professional and confidential experience — something often forgotten in today's service industry world.
Comprehensive Financial Services
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Frequently Asked Questions About Financial Advisors in Eau Claire, Wisconsin
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.