Financial Planning Services
Personalized guidance for every stage of life from an independent financial advisor in Charleston SC serving clients nationwide.
Your Financial Future
At Gillen Wealth Management LLC, our financial planning services are personal, not one size fits all. We take the time to understand your life, your goals, and your values so you can make smart decisions with confidence. Whether you’re preparing for retirement, managing investments, navigating divorce or widowhood, reviewing insurance coverage, or balancing debt and savings, we’ll meet you where you are and build a plan tailored to your future.
Our Core Financial Planning Services
Retirement Planning
We’ll help you clarify your vision, assess your needs, and create a practical, personalized retirement plan that supports your goals.
Investment Management
We create and manage custom portfolios using a disciplined strategy designed to keep you on track with your overall financial plan.
Divorce Financial Planning
From asset division to long-term planning, we guide you through the financial planning side of divorce with steady, informed support.
Widowhood Financial Planning
We help you get organized, understand your finances, and create a financial plan for what comes next, all with patience and care.
Insurance and Risk Management
We’ll help you evaluate existing coverage, address gaps, and build a strategy to safeguard your income, assets, and loved ones.
Debt & Savings Strategies
We’ll help you create a plan to pay down debt and build savings so you can reduce stress and move forward with confidence.
Not Sure Where to Start?
Not sure where to start with your financial planning journey? That’s okay. Many clients aren’t. Let’s talk about where you are today and where you want to be. We’ll help you figure out the next right step.