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INDEPENDENT and OBJECTIVE FINANCIAL AND INVESTMENT ADVISORY SERVICES. I am an independent adviser offering a wide range of financial planning services. Whether you need a one-time portfolio review, help with a specific issue such as selecting investments for a retirement plan at a new job, or ongoing guidance with your investments and other financial matters, I look forward to working with you.

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INDEPENDENT and OBJECTIVE FINANCIAL AND INVESTMENT ADVISORY SERVICES. I am an independent adviser offering a wide range of financial planning services. Whether you need a one-time portfolio review, help with a specific issue such as selecting investments for a retirement plan at a new job, or ongoing guidance with your investments and other financial matters, I look forward to working with you.
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Home | gilberman.com Reviews

https://gilberman.com

INDEPENDENT and OBJECTIVE FINANCIAL AND INVESTMENT ADVISORY SERVICES. I am an independent adviser offering a wide range of financial planning services. Whether you need a one-time portfolio review, help with a specific issue such as selecting investments for a retirement plan at a new job, or ongoing guidance with your investments and other financial matters, I look forward to working with you.

INTERNAL PAGES

gilberman.com gilberman.com
1

documents

http://www.gilberman.com/documents.html

To view or download my advisory agreement, which outlines my fees and our working relationship. Please send me an executed copy along with your financial materials prior to our initial meeting. To view or download my Client Checklist, which is your guide for preparing your investment statements and other financial materials for me to review. Please contact me with questions or for additional guidance.

2

services

http://www.gilberman.com/services.html

I offer a broad range of financial planning and investment advisory services, including:. Current portfolio review and analysis. Investment recommendations for taxable and retirement accounts. Asset allocation recommendations, including alternative investments. Cash flow and budget analysis. Regular review of investment statements. Investment strategy for inheritance or other large sums. Review and selection of investment managers. Social Security optimization strategies.

3

getting started

http://www.gilberman.com/getting-started.html

The process of becoming a client and working with me is simple and straightforward. Here are the typical steps, though we can adapt as needed to your circumstances:. 1 Call or e-mail me to discuss your situation and my services so we can determine if working together is a good fit. Let me know if you’d also like to set up an initial meeting, at no charge, to get better acquainted and help you decide about working with me. 6 Once our initial work is completed, I will send you a reminder about meeting agai...

4

client checklist

http://www.gilberman.com/client-checklist.html

In addition, please send me relevant documents from the list below, as well as any additional items you would like me to review. Feel free to contact me for guidance as to what materials to provide. I will return all original documents to you. Balance sheet (summary of current assets and liabilities). Income statement (annual summary of sources of income and major expense categories). Bank, brokerage and mutual fund account statements. Retirement and/or college savings account statements.

5

resume

http://www.gilberman.com/resume.html

1990 - present Financial Adviser and Consultant Boulder, CO. Licensed as Registered Investment Adviser in Colorado and California since 2003. Provide investment advice and financial planning services to high net worth individuals and other clients. Also provide financial consulting and risk management services to companies. 1983 - 1990 Options Market Maker, American Stock Exchange New York, NY. As member of exchange, managed proprietary trading accounts in role as an independent floor trader.

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