Safe Money Resource Grants Wisconsin Wealth Planner Mark Gilbertson “Safe Money Approval"

Share Article

Safe Money Resource endorses Mark Gilbertson, experienced retirement planning specialist and President of Gilbertson Financial, as a “Safe Money Approved” advisor.

Safe Money, Endorsement, Retirement, Annuities, Life Insurance, Lifetime Income

Mark Gilbertson ""

Mark’s steadfast dedication to his clients and their specific goals is very laudable.

For aging baby boomers, retirement planning can be stressful and less-than-clear. Safe Money Resource is focused on connecting them with experienced, trustworthy advisors who can help them reach their financial goals. Mark Gilbertson, an experienced wealth planner based out of Eau Claire, Wisconsin, is the latest independent advisor to receive Safe Money Resource’s endorsement as a “Safe Money Approved” professional.

Gilbertson is a well-respected expert, as he leverages 30 years of experience in the financial services industry. He is also the President and Owner of Gilbertson Financial, a wealth planning firm that serves the needs of individuals and small businesses in Wisconsin. Over the years, Gilbertson has built up a reputation as a dedicated wealth planning specialist with capable expertise and a client-focused service philosophy.

For meeting a full range of financial needs, Gilbertson holds Series 7, 63 & 24 securities registrations as well as life, variable life, health, and disability insurance licenses. In his practice, he adheres to a client-centered service model, in which he carefully listens to every person’s needs and goals before engaging in any planning. Gilbertson operates according to a conservative philosophy and comes up with tailored solutions for specific short-term and long-term objectives.

“It’s a pleasure to welcome Mark to our team of ‘Safe Money Approved’ independent advisors. In the financial services industry today, there’s a real need for investment and retirement planning services that focus on unique client demands and objectives. He sets the bar high in that regard,” said Brent Meyer, President and co-founder of Safe Money Resource. “Mark’s steadfast dedication to his clients and their specific goals is very laudable.”

On his firm’s website, Gilbertson offers comprehensive information for financial education. There, information seekers can find articles, newsletters, guidebooks, and other resources on topics related to estate planning, retirement, investments, risk management, cash management, and more. People can quickly access the website and request complimentary information resources at:

As part of Safe Money Resource’s network of independent advisors, Gilbertson is also committed to empowering investors with full-scale financial knowledge. On top of connecting aging baby boomers with reliable, trustworthy advisors, the website, serves a one-stop center for comprehensive information on pressing topics relating to financial security. There, people can find articles and guidebooks with timely information on annuities, life insurance, long-term care insurance, IRAs, Social Security benefits, sound retirement planning principles, and estate planning basics. Other articles cover the ins-and-outs of different financial vehicles for attaining a guaranteed lifetime income. All of Safe Money Resource’s complimentary articles and free guidebooks can be found at:

Safe Money Resource’s network of independent advisors has relationships with over 40 insurance carriers. They are able to offer insights about the advantages and downsides of numerous financial products and services, as a result. Once they have diagnosed a client’s specific needs, they work directly with Safe Money Resource to map out the client’s financial future and innovate solutions that meet the client’s expectations.

“Don’t hesitate to contact us at 877-GROW-SAFE with any question or request. Our trusted team is happy to help you,” continued Meyer. “All ‘Safe Money Approved’ advisors have been carefully vetted for a strong record of performance and steadfast commitment to professional ethics and integrity. Each financial product that we offer is vigorously researched, analyzed, and evaluated before we recommend it. We’re here to offer you guidance however we can.”

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Brent Meyer
Safe Money Resource
+1 800-790-7791 Ext: 102
Email >

Craig Rosof
Like >
Safe Money Resource

Follow us on
Visit website