Home | Lynn Anne Gillen, CIMA®, CFP®

Welcome Message from Lynn Anne Gillen,

Founder of Gillen Wealth Management

I am an independent advisor who is passionate about helping hard-working families pursue the retirement of their dreams. I also assist women in transition take control of their financial future. Delivering exceptional wealth management services by establishing client partnerships built upon trust, understanding, and skilled financial planning is my priority.

A well-crafted financial plan and disciplined investment strategy provide a sense of security in today’s rapidly changing environment. Clients can focus on what they love rather than the daily movements of the stock market.

Contact me today to see how my highly personal, professional advice can help you and your family plan for the future.

Helpful Content

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

9 Facts About Social Security

There are things about Social Security that might surprise you.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

View all videos

Articles

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

9 Facts About Social Security

There are things about Social Security that might surprise you.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles

Calculators

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators

Videos

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

View all videos