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How to build a financial plan with Robert Gill

Published in Business, Business Bros, Business Bros Podcast

Episode 627

Robert Gill is an experienced financial professional with over 21 years in the industry. His main objective when sitting with individuals in business professionals is to provide value to their financial lives. Throughout his educational approach, Robert has developed an effective process that fosters growth while administering the protection, preservation and distribution of wealth. With a concise vision on the many unfamiliar in overlooked issues that are road wealth, Rob brings his clients through a “mind altering” discovery session that highlights these exposures, his goal is to minimize things like lost opportunity cost in taxable events. By recapturing, assessing and redeployment, he helps his clients implement with timely reviews and updates to stay on track to accomplish wealth transfers and maintain multiple generations success doesn’t come without it well thought out plan inconsistent attention. Rob is also a licensed insurance producer.

 


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