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Steven Gilbert

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RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
1% Match i

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Professional Profile

About me (self-reported)

I provide comprehensive, conflict-free financial planning to help individuals and families align their resources with their goals. From retirement and tax strategy to investments and estate planning, I offer integrated, personalized guidance with clarity, care, and a focus on what matters most to you.

I offer my services through a fixed, fee only agreement.

Address 5617 Oak Pointe Dr
Fort Wayne, IN 46845

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My Expertise Retirement Income Planning Designations Held
RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Minimum Assets $100,000 - $249,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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