Your Financial Future — To, Through, and After Retirement
Helping you make smart, confident decisions every step of the way Get StartedWhat We Do
Retirement Wealth Building
Build and grow your retirement savings with a tax-efficient strategy tailored to your goals, risk tolerance, and timeline.
Retirement Income Planning
Turn your savings into steady, reliable income through smart withdrawal strategies and Social Security planning.
Estate & Legacy Planning
Protect your assets and pass them on with clarity. We help align your estate plan with your family and legacy goals.
Long-Term Care Planning
Plan for rising healthcare costs by integrating long-term care options into your overall retirement strategy.
Education Planning For Children & Grandchildren
Support future generations with 529 plans, gifting strategies, and education savings tailored to your goals.
Why Clients Choose Gillespie Financial Group, LLC
With over 50 years of experience, we act as independent fiduciaries focused on delivering personalized, honest guidance. Our team-based approach connects you with local experts in tax, law, healthcare, and real estate — because your life isn’t one-dimensional, and your financial plan shouldn’t be either.
50+ years of combined experience
Independent fiduciaries
Face-to-face reviews & half-day returned calls
Succession plan in place ensures long-term support
Corporate workshops & seminars
Retirement Income Planning
Retirement is about security, not guesswork. Our planning strategies help convert your savings into reliable, long-term income streams—so you can enjoy a worry-free retirement, knowing your finances are working for you.
Targeted Growth Solutions
Achieve competitive returns with investment strategies tailored to your life situations. retirement goals, and risk tolerance. While product and market conditions vary, our focus is always on maximizing your potential in a risk-conscious way.
Custom
Our Mission: Real Plans, Built for Real People
We know financial planning isn’t one-size-fits-all. Our advisors work side by side with you to build a strategy around your unique goals—whether you’re planning for retirement, saving for college, or simply growing your wealth for the future.
Proven
Smart Strategies. Proven Results.
Grow your wealth with a team that knows the market. Our investment management services are built on strategic, diversified portfolios tailored to your financial goals and comfort with risk. We aim to balance growth potential with smart risk management to help you succeed over time.
What a Fiduciary Advisor Can Do for You
We go beyond managing investments. Here’s how we help guide, simplify, and protect your financial life:
✔ Be honest with you — always
✔ Prepare a financial plan and investment policy statement
✔ Help you determine realistic goals
✔ Review your situation & other investments
✔ Assess the risk in your current portfolio
✔ Create a personalized asset allocation strategy
✔ Help you prioritize your financial opportunities
✔ Assist in preparing your estate plan
✔ Suggest ways to increase income in retirement
✔ Help you simplify and consolidate investments over time
✔ Help you access and understand your financial statements
✔ Coordinate with your legal and tax professionals and provide trusted referrals
✔ Facilitate the transfer of accounts to trusts and beneficiaries
Who We Work With
Pre Retirees
If retirement is on the horizon, we help you prepare for it with clarity and confidence. Together, we’ll build a plan that strengthens your financial foundation, grows your retirement savings, and makes the transition as smooth as possible. From income planning to tax-smart withdrawal strategies, we’ll help you make the most of your final working years.
Retirees
We help retirees manage their wealth with care and intention so they can enjoy retirement on their own terms. Our strategies focus on maximizing income streams, preserving assets, minimizing taxes, and preparing for healthcare needs. The result? Confidence, stability, and the freedom to focus on what matters most in this next chapter.
Families
Every family is unique, and so is the financial path they follow. Whether you’re saving for a child’s education, buying your first home, planning for future generations, or just trying to build lasting financial security — we help you develop a clear plan that reflects your values, protects your future, and grows alongside your family’s needs.
Business Owners
Running a business leaves little time for managing long-term financial planning. We partner with business owners to help align their personal and business finances through custom strategies for growth, succession planning, retirement readiness, and asset protection. Our goal is to help you build a legacy — both inside and outside of your business.
It's Never Too Late To Take Control Of Your Financial Future
Questions We Help You Answer
Will I be able to retire?
We evaluate your income needs, current assets, and lifestyle goals to project whether you’re on track — and help you adjust your plan if you’re not.
When will I be able to retire?
We help you understand how your age, income sources, investments, and healthcare costs impact your retirement timeline — so you can retire confidently, not just hopefully.
What should I be doing right now?
Whether it’s maximizing retirement contributions, adjusting investments, or consolidating accounts, we help prioritize the next steps that will make the biggest impact.
How much risk do I need to take?
We assess your financial goals and comfort level to determine how much risk is necessary — and make sure your investments match your personal tolerance and timeline.
How do I get started?
Managing multiple accounts, statements, and strategies can feel overwhelming. We help streamline your financial life so it’s easier to understand, monitor, and manage.
How do I leave a legacy for my family?
From estate planning to beneficiary coordination and tax-smart transfers, we help you pass on your assets — and your values — in a way that supports the next generation.