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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.

Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.