Consider your complimentary, no-fee first meeting as an opportunity to get to know each other. Your first meeting is the start of a collaborative relationship where we work to learn more about you and your financial goals. We'll ask questions and most importantly listen closely to determine what is most important to you. We'll discuss our process and what the next steps would be should you decide to move forward with working together.
The truth is that the amount needed to retire varies for each individual. Many factors make up what you need to retire, including your current and future spending habits, lifestyle choices, healthcare/long-term care costs, cost of living, taxes, supporting parents or adult children, and housing costs. Not to mention, inflation can cause purchasing power to decrease. At Gibbs Financial, we work to determine your needs, create a customized plan, and navigate the details with you.
Yes! At Gibbs Financial Group, we offer appointments that will fit into your lifestyle. We offer in-person meetings during our normal business hours and offer Zoom video conferences for those who prefer to use technology.
We offer recommendations on various products and services that may be appropriate for your situation, and in turn we can help guide you to where to receive these products or services.
By working with Gibbs Financial Group, you receive recommendations across your whole financial life and not just on your investments or retirement plan alone. Planning is not static and our relationship with you is designed to keep you on track to achieving your financial goals. Additionally, we offer a suite of services to provide access to many of our clients' financial lives and are happy to coordinate with your tax, legal, and insurance advisors to save you time and allow you to focus on the things that are most important to you.
We prefer to have regularly scheduled meeting, customized to meet your needs. We work to your schedule and are available anytime you have questions, concerns, or want to get together. We are available to meet in person or by phone or web for your convenience.
We believe education is key in increasing employee participation and Gibbs Financial Group can tailor a program to help your employees understand the benefits of various programs and offerings.
To get started, you can reach out to us directly by calling 276-228-5535 or emailing cgibbs@gwnsecurities.com. We also invite you to book a consultation with no cost or obligation and we'll discuss if our services are a good fit for you.