CEO, RightBridge Financial Group
Keith Gebert is the founder and CEO of RightBridge Financial Group. He has been in the financial industry since 2006 and has a strong background in strategic planning. During his time in the industry, Keith has had the opportunity to consult with some of the top financial and retirement professionals in the nation. After gaining a true understanding of what other financial professionals do for retirees, he was inspired to make sure those he cares about and those he has the blessing to meet with also have the opportunity to have increased confidence in their retirement strategies. Keith holds Series 7, 63, and 65 licenses and has been featured in The Wall Street Journal and on CNBC, MSNBC, and Fox Business News. He resides in New York City.
Stress-Testing Your Savings
Publication Date: January 2017
When you feel sick, you go to the doctor. You don’t wait until the last minute, when your illness has escalated to a life-threatening disease. You should treat your financial situation in the same way―start planning now to secure your future.
In Stress-Testing Your Savings, author Keith Gebert presents advice you can take action on today to diagnose your economic ailments and begin the journey to financial wellness. With over ten years of experience in the financial industry, Keith understands where many people struggle. Rather than consulting with a professional, so many families attempt to manage their own finances in addition to their busy lives at work and home. The result is often an inadequate, cookie-cutter plan that fails to account for their true needs.
Inside this book, you’ll learn how to:
• choose an ideal financial advisor
• create a will and designate power of attorney
• avoid common retirement mistakes
• change your lifestyle to accomplish your financial goals
• obtain a second opinion before making a decision
Don’t let your economic situation turn into an incurable disorder that plagues your retirement; take action now to protect your financial well-being!