Broker Check
Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

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

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

 

TIPS for Inflation

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

5 Smart Investing Principles

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

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

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.

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?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow