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FINANCIAL STRATEGIES

FOR BUILDING, PROTECTING AND DISTRIBUTING WEALTH

 

WHY CHOOSE
GILBERT CONSULTING GROUP?

SOLUTION DRIVEN

Ingenuity, expertise and flexibility have long characterized GCG. We create unique, tailor-made solutions that are situation-specific.

ESTATE PLANNING

GCG will assist in the design and implementation of your plan to distribute your estate as you direct. 

EXECUTIVE BENEFITS

Employers can compensate key employees with individually tailored benefits for them. We help you reward and retain exceptional employees and attract new ones.

ACHIEVE YOUR GOALS

GCG creatively meets the unique needs of individuals and companies. We'll forge a true partnership to implement your plans and goals.

FINANCIAL SERVICES

Our comprehensive knowledge and commitment to quality ensures successful implementation of your plans and the growth and protection of wealth.

 
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OUR VISION

At Gilbert Consulting Group, our goal is to help business owners, executives and high net worth individuals and families attain their estate planning, executive benefit and asset distribution goals through a variety of traditional and innovative solutions, including the use of life insurance and allied products (disability insurance, long term care insurance and annuities.)

We specialize in designing and funding comprehensive estate plans for individual and executive benefit plans for businesses. Our fluency with multiple tools and techniques enables us to fashion plans to suit any personal or business objective.

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Founded in 1948, Gilbert Consulting Group is a Kansas City family-owned business.
We'll celebrate our 75th anniversary in 2023.

 

ABOUT CHARLES GILBERT

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CHARLES GILBERT, CEO

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A nearly 40-year veteran of the legal and financial services industries, Chuck's experience includes 35 years in the insurance industry, with over 30 years specializing in the design, implementation and service of life insurance for estate, charitable, business and executive benefit planning.

 

Chuck is a licensed attorney in Kansas and Missouri, having practiced in the field of estates, trusts and tax planning. His education includes a bachelor’s degree, cum laude, in Economics from California State University, Northridge and two legal degrees – a JD and an LL.M. (Taxation) – from University of Missouri-Kansas City School of Law. He is also a Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU).

 

CONTACT
GILBERT CONSULTING GROUP

12201 Prospect Avenue

Kansas City, MO 64146

Email: chuckg@gilbertgroup.com

phone:  (816) 842-1917

fax:  (816) 842-2833

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