Gilbert Herrick - Investment Advisor Representative

My primary objective as an investment advisor is to help my clients transition from the accumulation phase of their investing lifecycle to the income phase by creating multiple streams of income from a blend of various sources. I endeavor to assist my clients in obtaining a lifestyle they seek while providing a financial future for their loved ones. It is my goal to build lifelong relationships on a foundation of trust and confidence with my clients.
The articles are provided for informational purposes only and not intended as a solicitation
Newsletters
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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Fixed for Life: What Can an Annuity Do for You?
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.