Becky Gillette, CRPC®

LynnLeigh and Company | Fiduciary Financial Advice | Becky Gillette
LynnLeigh and Company | Fiduciary Financial Advice | Dog Friendly Environment

Miss Molly and Miss Luna - It’s been a ruff day

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Preserving Legacies Through Estate Planning: Your Guide to Securing the Future
Retirement Readiness
Preserving Legacies Through Estate Planning: Your Guide to Securing the Future
Retirement Readiness

Estate planning is about more than dividing assets; it’s about preserving your legacy and providing for your loved ones. This guide walks you through the essentials of creating a plan that secures your future, minimizes complications, and honors what matters most to you.

Retirement Readiness
The Longevity Challenge: Planning for a Long, Secure Retirement
Retirement Readiness
The Longevity Challenge: Planning for a Long, Secure Retirement
Retirement Readiness

Retirement isn’t just a chapter—it’s a journey that can last decades. With people living longer than ever, planning for a long and secure retirement requires more than savings; it demands a thoughtful strategy. In this article, we’ll explore how to prepare for the longevity challenge, from managing healthcare costs to ensuring your financial future stays on track.

Retirement Readiness
Planning for Healthcare in Retirement: Four Key Considerations
Retirement Readiness, Retirement Planning, Medicare
Planning for Healthcare in Retirement: Four Key Considerations
Retirement Readiness, Retirement Planning, Medicare

Retirement is an exciting time filled with new possibilities, but one aspect that many overlook is healthcare planning. As you approach or settle into retirement, making sure your healthcare costs are covered is crucial to maintaining financial security.

This is where Medicare comes in—but it’s not as simple as signing up and forgetting about it. You need to understand your Medicare options, manage out-of-pocket expenses, and plan for future healthcare needs, all while keeping an eye on inflation and long-term care costs.

Retirement Readiness, Retirement Planning, Medicare

Office: (585) 623-5972

Mobile: (585) 750-5222

Co-Founder, Chief Compliance Officer

Background

Becky, the daughter of a young widow who raised three daughters, was driven to succeed and developed a deep empathy for others. Her professional skill in protecting client relationships stems from years of hard work and training.

Becky's financial industry career began with a decade at Merrill Lynch, where she worked as a trader and provided portfolio allocation advice. In 2004, she joined Edward Jones as a Financial Advisor, growing her business to manage over $50 million in assets. At Edward Jones, she served as a regional Compliance Liaison and was part of the Leadership Team.

In 2016, Becky founded Great Lakes Financial, a registered investment advisory firm, to work closely with a select group of long-standing clients. As a Registered Investment Advisor (RIA), she ensured her clients received advice free from conflicts of interest.

Becky's accomplishments include the 2008 Rochester Business Journal’s “Forty Under 40” award, which recognizes emerging talent in the Rochester area. She holds numerous certifications and awards, highlighting her dedication and expertise in the financial industry.

For Fun

Whether it's sunny or snowy, Becky always finds a way to have fun. In the winter, she and her husband of 25 years love snowmobiling around Central New York. During the summer, they enjoy spending time at the pool with their children. However, it's their two golden retrievers, Molly and Luna, who truly rule the family roost!

When it comes to priorities, Becky Gillette puts protecting relationships at the top of her list.