Jeff Gilliam, CLU, ChfC, WMCP

Jeff Gilliam, CLU, ChfC, WMCP My team and I address the planning, investment, and fiduciary issues facing individuals.

I often meet people who are paying their financial advisor 1% of their assets under management. But when I ask what they’re getting in return, the answer is usually:
• A quarterly statement
• A generalized portfolio

If that sounds familiar, you may not be getting the full value you deserve. For a 1% fee, your financial advisor should be doing much more than just managing investments. True finan

cial planning is comprehensive and should encompass:

� Detailed financial planning – A customized roadmap for your unique goals
� Tax-efficient strategies – Helping you keep more of what you earn
� Retirement income planning – Ensuring your money lasts as long as you do
� Risk management – Protecting your wealth from unexpected events
� Estate and legacy planning – Aligning your assets with your long-term vision
� Ongoing performance tracking – Regular check-ins to adjust for life’s changes

A real financial advisor partners with you, proactively guiding you through key financial decisions—not just sending statements. If you’re paying 1% (or more) and not receiving this level of service, it might be time to reevaluate.

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6183B86NdL

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. https://www.northwesternmutual.com/life-and-money/strong-economic-data-and-sticky-inflation-raise-fed-concerns-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=strong-economic-data&agentid=063124

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6187BBGFFX

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. https://www.northwesternmutual.com/life-and-money/ai-boom-powers-sp-500-gains-amid-uneven-economic-growth-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-boom-powers&agentid=063124

06/01/2026

Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6186BBNhGM

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

Address

23586 Calabasas Road, Suite 207
Calabasas, CA
91302

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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