What We Do


Individualized financial and retirement planning, focused on client relationships.

We offer guidance in the following areas:

Wealth Management
advisor arm looking at printouts of charts

Using active management strategies, we customize our client’s portfolios based on their specific needs, risk tolerance, goals, family situation, and more. Each of our clients receive individualized attention to create a wealth management strategy.

Principal Protection Strategy

Some retirees look to keep some of their principal protected. We work with clients to determine how much of their money they are comfortable having in the market. With the rest, we discuss your options for principal protection. Our duty is to put your interests first.

Retirement & Income Planning
extended black family

No two retirement plans are exactly alike. Gibbs Financial Group looks at multiple aspects of your financial picture when discussing your retirement and income plan. By reviewing your income sources, potential expenses, and potential life circumstances, we take a holistic approach to your retirement.

  • 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
  • Medicare, Social Security Benefits 
  • Insurance
  • Pension Planning
  • Legacy and Estate Planning 
  • Real Estate & Business Investment Planning
  • Market Portfolio Strategy
  • Active Versus Passive Money Management
  • Retirement Income Planning
  • Wealth Management
  • Long Term Care Planning
  • Accredited Investor Strategies (for qualified clients only)
  • Potential Tax Implications of Retirement Strategies
Legacy & Tax Planning Resources

Our firm works with Qualified Tax Advisors, Estate Planning Attorneys. Property and Casualty Agents and Medicare Supplemental Insurance Agents. When you have a question, we work hard to find you an answer from a qualified professional in our network.

Investment Strategy
investment strategies

Markets can be impacted by a number of events, including (but not limited to) natural disasters, pandemics, terrorist attacks, economic challenges, and political changes. Our investment strategy services are tailored to each individual client’s needs.

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