Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, offers Retirement planning and protection, Brokerage and tax-efficient investing, Employer Retirement Plan analysis, design and implementation, ROTH IRA conversion planning, Insurance and family income protection, College and Education planning, Multi-generational planning and Comprehensive tax preparation and planning across the United States.
People appreciate the broad range of services and experience offered under one roof. Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
People appreciate the broad range of services and experience offered under one roof. Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Services
Have you ever wished for an alliance with a trustworthy, impartial, experienced and highly knowledgeable tax and financial advisor? One that helps you to thoroughly understand and appreciate the methods and services provided?
After getting to know you and gaining an understanding of your family's needs and situation, Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, draws on over two decades of professional experience and offers a comprehensive approach to helping you identify and address you and your family's most pressing concerns, including retirement planning, insurance, long term care and income protection.
After getting to know you and gaining an understanding of your family's needs and situation, Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, draws on over two decades of professional experience and offers a comprehensive approach to helping you identify and address you and your family's most pressing concerns, including retirement planning, insurance, long term care and income protection.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We provide personal and business tax planning; federal and state tax preparation; electronic filing; and IRS audit representation for our financial clients. Jack Gibbs will first assess your current financial condition and take time to learn about your personal preferences and ambitions. Secondly, Jack will help you uncover and quantify your financial objectives by creating portfolio analyses and planning projections.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews
Be the first to review Fortress Financial.
Write a Review