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.

The blueprint is simple, just follow the steps and get the financial confidence you deserve.
09/03/2026

The blueprint is simple, just follow the steps and get the financial confidence you deserve.

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=063124

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6183B1xnYW

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

08/24/2026

Most parents budget for childcare like it's a grocery run: fixed cost, check the box. But between the backup plans that fall through, sick days, application fees, and the sheer mental load, it adds up to something a lot bigger. If you're trying to figure out how to actually plan for this stage of life, that's exactly the conversation I have with families every day. Let's connect.

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6184BELSG4

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, co...
08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

08/19/2026

All these improvements and more could be yours—it all starts with a conversation. Reach out and let’s talk.

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6181BEAFfZ

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

Website

Alerts

Be the first to know and let us send you an email when Jeff Gilliam, CLU, ChfC, WMCP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jeff Gilliam, CLU, ChfC, WMCP:

Shortcuts

Share

Category