Gary L. Rathbun, CLU, ChFC, MSFS, AIF
Gary has been in the Financial Planning Business since 1981 and is experienced in the areas of estate planning, private foundations, asset management, trusts, and charitable remainder strategies. He is a published author, widely sought after speaker, and an often quoted authority in the areas of financial planning and charitable giving. Along with numerous articles, Gary is the co-author of "The Charitable Giving Handbook", "The Perfect Legacy," How to Establish Your Own Private Foundation", "Philosophy of Wealth Accumulation", and most recently "Wealth Preservation for Physicians." After attending Adrian College, in Adrian, Michigan, Gary received his Chartered Life Underwriter (CLU) in 1987 and his Chartered Financial Consultant (ChFC) in 1988 and a Masters of Science degree in Financial Services in 2000 from the American College in Bryn Mawr, Pennsylvania. His personal philosophy on working with clients centers around a holistic approach to complete life planning.