Zack Gillen, Financial Services Professional

08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4qOcv2Q

08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

08/13/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

08/05/2026

Had a great birthday yesterday celebrating with some of my favorite people.

Feeling grateful for another year of memories, challenges, and opportunities to keep growing. Appreciate everyone who reached out and made the day special.

07/30/2026

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

07/23/2026

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

06/03/2026

Wealth opens doors to opportunity, security, and independence for you and your loved ones. Learn the top ten ways to build wealth, and let’s plan your financial legacy together.

https://bit.ly/3PSkVIp

05/27/2026

Someone came into a meeting of mine last week thinking mapping out their finances would be stressful. They expected charts, sales pitches, and pressure.

Instead, we talked about their life, their goals, and the things they care about. From there, we built a simple starting point.

They left feeling more confident than they expected. Sometimes the biggest surprise is realizing this stuff doesn’t have to be intimidating.

If you’ve been thinking about getting your financial world organized, I’m always happy to talk - no pressure, no expectations.

Call now to connect with business.

05/20/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

05/15/2026

Join us on Thursday, May 27 at 12pm for a webinar on “The Social Side of Retirement!”

In this webinar, we will cover Social Security and how to make the most of these benefits.

Use the link below to register!

https://financialguide.zoom.us/webinar/register/WN_Fzs2IoOmQBqq3UWmnvIOgg #/registration