Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We specialize in retirement planning, education planning, risk management and so much more. Susan Gilman offers her clients a multi-faceted approach to address their growing financial needs. 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management*
  • Retirement strategies* 
  • Estate conservation
  • Insurance and annuity products*
  • Cash flow and debt management
  • Family risk management
  • Education planning
  • Business planning
  • Special situations planning

*These services are offered by Susan Gilman through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.