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, [email protected]
Check the background of this firm on FINRA's BrokerCheck.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Try these activities to keep your brain sharp.
A look inside the U.S. government's statistics on household net worth.
When to start? Should I continue to work? How can I maximize my benefit?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women must be ready to spend, on average, more years in retirement than men.
Here’s a quick guide to checking to see if you have unclaimed money.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.