Welcome to Fortress Financial Group
To help our clients realize their true lifetime ambitions through meaningful relationships involving personalized tax and financial management strategies.
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.
Investment and financial planning services are offered by Jack D. Gibbs, Jr., through his affiliation with H.D. Vest.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women must be ready to spend, on average, more years in retirement than men.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?