Beyond Traditional Retirement Planning
As retirement financial advisors, we focus on building solid client relationships. Through our world-class retirement education, individualized financial guidance, and customized strategies, we take an active approach to planning and managing your wealth.
About Us
Our Client Experience
When you work with Gibbs Financial Group, we respect you and your time. Clients who work with us have come to expect:
- Active money management
- Strong client relationships
- Customized retirement portfolios
- Access to retirement resources and professionals
- Regular contact and high-level overview of their retirement
GIBBS FINANCIAL GROUP
What We Do
As you reach or enter retirement, your goals deserve attention, professionalism, and respect. Our team provides individualized financial planning, strategy, and resources for retirement. We take an active role in your retirement planning and wealth management. Some areas we provide guidance for include:
- 401(k), Roth 401(k), Solo 401(k), SEP IRA
- IRA, Roth IRA, Simple IRA, Self-Directed IRA
- 403(b), 457(b)
- Fixed Annuities, Fixed Index Annuities
- Life Insurance, Indexed Universal Life Insurance
- Medicare, Social Security Benefits
- Pension Planning
- Legacy and Estate Planning
- Real Estate & Business Investment Planning
- Wealth Management
- Long Term Care Planning
- Market Portfolio Strategy
- Active Versus Passive Money Management
- Retirement Income Planning
-
Accredited Investor Strategies
(for qualified clients only) - Potential Tax Implications of Retirement Strategies
GIBBS FINANCIAL GROUP
Who We Are
We believe in the benefits of diversification in retirement. We work with our clients to understand their risks and historical performance of various strategies. Then, we educate clients on ways to balance their portfolios. We believe it is possible to have some conservative strategies for protecting principal while continuing to have your wealth managed actively in the markets.
We’re here for you through the 3 phases of retirement:
- Contribution
- Accumulation
- Distribution
Let us guide you in retirement.
Our Community
Gibbs Financial Group works with organizations in our local community to give back.
We believe in philanthropy as a guiding principle.