The Gill Planning Group is a founding member of Barrington Wealth Partners, a national insurance brokerage. Through Barrington, Gill Planning will make available to you a team of insurance, tax and actuarial specialists. Gill Planning understands the needs of small entrepreneurial companies such as ours and provides services suited to our needs.
We always receive valuable and professional advice. I chose your firm for my personal needs due to the flexibility and creative solutions you provided. The end result was a perfect fit for me and I have been pleased with the investment program and insurance aspect ever since.
We always receive valuable and professional advice. I chose your firm for my personal needs due to the flexibility and creative solutions you provided. The end result was a perfect fit for me and I have been pleased with the investment program and insurance aspect ever since.
Services
Most of us are busy living our lives now but we don't take the time to properly plan for tomorrow. The Gill Planning Group can help you prepare for that tomorrow. You can benefit from our simple, yet effective, methods. We help people identify their financial priorities then work with them to stay on the right track.
Ken joined The Gill Planning Inc. in 1996 and had the privilege of working closely with Pat Gill a leader in the insurance industry. In 2008 Ken took over as principal and continues to work closely with his clients providing creative planning solutions. Ken is a Certified Financial Planner who believes in the importance of goals-based planning.
I have been a client of Ken Yip-Chuck's for over 15 years, and throughout this time period have rendered his services for the financial planning purposes of my business, personal life and family. His in depth knowledge of various financial planing tools, instruments and models, has allowed my family and business to reach and exceed our financial goals.
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