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 843-297-8835

Products & Services

Gillen Wealth Management, LLC is a full service financial planning firm.  Financial Planning starts with a discussion of your goals, hopes, and dreams.  What is important to you and your family? Why?  What are you currently doing to reach those goals?  From here, Lynn Anne creates a roadmap of how to reach your goals and dreams such as a comfortable retirement, helping family members, or starting a new business.  The process results in a customized investment plan, savings and debt management strategy, and insurance analysis.  Gillen Wealth Management, LLC utilizes a full range of products from stocks, bonds, mutual funds, index funds, separately management accounts, and insurance.

To learn more about the impact and benefits of financial planning, contact me to set up a time to speak about your situation.

“A goal without a plan is just a wish.”
― Antoine de Saint-Exupéry

 

Services for Divorced Women

Divorce is hard, and 40 – 50% of American households have to negotiate this emotionally and financially challenging event.  Gillen Wealth Management, LLC understands the sensitive nature of the divorce process.  The financial implications of divorce demand experienced professional help to ensure women can successfully navigate to the next stage in their lives.  

Whether you are in the midst of a divorce and need assistance in fairly splitting assets or are moving beyond divorce and require a carefully cultivated financial plan and investment strategy, Gillen Wealth Management, LLC is here to assist.

Services for Recently Widowed Women

Losing a spouse is devastating.  Aside from the emotional trauma, surviving spouses often have great fear in how best to manage their financial situations.  Common questions include:

  • How much can I afford to withdraw from savings?  
  • What is the best way to invest as a single person?  
  • Can I still reach my retirement goals?  

Gillen Wealth Management, LLC focuses in assisting women with sorting through assets to create short and long term financial plans tailored to meet your new needs.