We Are Here To Help You
Achieve
Your Financial Goals
Lance Gilman

FINANCIAL ADVISOR
National Speaker, Social Security Issues
Lance Gilman is a national speaker on Social Security Issues and Asset Preservation as well as a Retirement Advisor.
Drawing on economics and business degree from the Virginia Military Institute, combined with excellent communication and strategy skills, Lance is committed to educating his clients and providing advice and direction on:
- Protecting and preserving hard-earned assets
- Creating opportunities for estate and income tax reduction
- Ensuring financial independence throughout retirement
- Maximizing and properly pinpointing the best time to draw Social Security benefits
- The Only Certified Federal Employee Retirement Specialist in Maine
Married for over 25 years to his wife April, Lance enjoys sailing, tinkering with antique clocks, playing guitar and spending time with his two delightful daughters. He is an active member of the Lakeview OPC community church and supporter of Slam Diabetes – a non-profit whose mission is to improve the lives of people living with Type 1 Diabetes. Lance Gilman is a Retired Lieutenant Colonel; A Highly Decorated Military Veteran.
Email Address info@frisbiebenefits.com
Phone: 207-241-7430
Learn More About Our Team Below!
Kevin Kaulback
Worksite Benefits
Rick George
The Medicare Man

Shelley Burger
Office Support

Derek Huot
Huot Financial Services, LLC
Financial Advisor Saco, ME,
Lance Gilman
Financial Advisor

Ashley Quiles
Office Support

Peter Hanson
Frisbie & Associates Investment Advisor
Saco, ME
Affiliates of Frisbie & Associates

Andrew "AJ" Harmon
Independent Financial Advisor
Providence Rhode Island

Bill Pike
New England Financial Services Falmouth, ME

Chad & Heather Dion
Life Insurance with Living Benefits
Phone 207-241-7430
Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.