 Welcome to Gilbert Financial Services, LLC. We are located at 2880 Gateway Oaks Drive, Suite 100, Sacramento, California 95833. Created by the Shareholders of Gilbert Associates, Inc., our main objective is to provide our clients with quality financial planning services. A significant portion of our activities involve tax planning and financial advising of individuals, small businesses, and their related activities - trusts, estates, investment management, retirement plans and wealth preservation. Gilbert Financial Services, LLC developes an understanding of our clients' business and personal matters through discussions and assements known as the "Wealth Care Check-Up". Our investment and tax expertise, along with traditional professional values are leveraged for our clients by combining periodic meetings/reviews with comprehensive planning and the latest tax reduction strategies. Our goal is to build a strategic financial plan for each client that: 1. Helps our clients accumulate wealth during the working years 2. Makes sure that investments are sound so that clients have financial independence when they retire 3. Uses our in-depth knowledge of estate and tax planning to avoid taxes when wealth is passed onto beneficiaries. We offer a one hour complimentary consultation to anyone interested in our services. Please contact us at 916-646-6464 to set an appointment. Please select the following link for information regarding Gilbert Associates, Inc.
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