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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Can you keep up with your children’s mobile slang?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The item most homeowners forget on their home improvement project checklist is insurance.
It's important to understand the pros and cons when considering a prepaid debit card.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Good employee health can be great for the company’s bottom line.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The market is as unpredictable as the weather. We’d love to help you prepare.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.