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Live Boldly, Live Freely: Unlock Financial Freedom Today

Our Services

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We help you identify what your retirement could look like.

At Gillet Agency, we help retirees navigate their financial future by offering personalized retirement & financial planning services tailored to their unique needs. With a client-first approach, we focus on building lasting relationships and delivering peace of mind through every stage of retirement.
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Risk Management

Have you identified potential risks in your financial plan? If you need help identifying potential risks, or you have already identified them and want assistance in minimizing them, we can go over your plans together. There are many ways to combat risks in your retirement plan to discuss. We can also continue to monitor these risks closely to ensure that if another risk appears, we can fight that one too!

Legacy Planning

Actionable steps for how you will pass down your finances is a key aspect of any financial plan. We will help guide you through the process of planning for your legacy in a simple and effective way. From designating beneficiaries to handing down your assets, you can have confidence that all parts of your finances will be taken care of once your pass away, This will make sure that your family can focus on their needs at this time.

Life Insurance

We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial confidence should you die prematurely and also accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.

Investments

We help retirees make the most of their investments by offering personalized strategies that align with their retirement goals and risk tolerance. By continuously monitoring market conditions and adjusting portfolios as needed, we’ll help preserve your wealth, minimize risk, and maintain the lifestyle you’ve worked hard to achieve.

Asset Protection

In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is arguably the most important service any financial professional can offer you. We examine each client’s unique portfolio carefully, educating you about your options and steps you can take to potentially lower risk.

Wealth Management & Accumulation

Wealth management is a comprehensive service that combines financial planning, investment management, and other financial services to help individuals and families grow, protect, and transfer their wealth. It involves creating personalized strategies that align with a client’s financial goals, such as retirement planning, tax efficiency, estate planning, and risk management.

Annuities

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today. In fact, most investors have no idea that there are actually four very different and unique types of annuities available to them. Instead, most people have been seemingly misinformed by both the media and certain financial personalities who may appear to misrepresent and lump all annuities together as if each one works exactly the same.

Income Planning

With fewer and fewer companies offering pensions and defined benefit plans, it’s become rarer and rarer for anyone to have a future income stream that he or she can rely on during retirement. Several financial products, like annuities, provide an investor the opportunity to solve that problem by creating his or her own personal pension.

reach your desired retirement and financial goals

We will contact you to schedule a consultation with our financial solutions specialist in Hollywood, FL. You may also email or call to schedule a consultation.
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Helping you create a retirement that goes beyond the ordinary.

Contact us today at (305) 331-4934

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