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
-
A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.