Being independent means we work directly for our clients, not a brokerage firm or insurance company.
Being fee-only means we only get paid for financial advice, not for selling financial products.
Being fiduciaries means we are legally required to always act in your best interests.
Our typical client is planning for retirement and believes that true wealth is having control over their time so they can spend it with the people and activities they love.
They prefer to delegate the majority of their financial matters to a team of trusted professionals who will take care of their loved ones after they are gone.
Your situation, goals, and needs will evolve and change over time. We can help you address the various milestones and challenges that will occur during your lifetime. Marriage, births, college, retirement, and even deaths.
Retirement planning is the primary focus of our practice. We help determine how much you can safely spend without running out of money and investments that are appropriate for your needs.
Every financial decision has a tax implication, either this year or in the future. We start with a detailed review of your tax returns to look for opportunities for improvement.
Through our alliances, we can facilitate integrated, year-round planning, preparation, and filing so we’re all on the same page.
We will provide a detailed analysis of your existing coverage, taking into consideration your health, medications, and lifestyle. Since we selling insurance, we can give recommendations without conflicts of interest.
Whether your coverage is from your employer, an Affordable Care Act plan, a private plan, or Medicare, we can help you understand and evaluate your options, so you can make better decisions.
We don't sell insurance but we can help evaluate your existing life, disability, health, long-term care, and property & casualty coverages and make recommendations and coordinate with independent insurance agents.
Do you have a blended family? Do you need a power of attorney for financial or healthcare matters? What if you find yourself suddenly single? Do you need an updated will? Should you consider a trust? Do you need someone to manage your trust?
We can bring in estate planning firms to consult with you and create or update your plans.
We want to make sure that the next generation gets started on the right foot. We provide free financial coaching and powers of attorney for our client's adult children and grandchildren until they get married or turn 25, whichever comes first.
Copyright © 2023 Gibson Wealth Advisors - All Rights Reserved. Gibson Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Gibson Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gibson Wealth Advisors, LLC unless a client service agreement is in place.
Members of Ed Slott's Elite IRA Advisor Group train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semi-annual workshops, webinars, and complete mandatory exams.
They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.
Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.