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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

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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.

How Income Taxes Work

A quick look at how federal income taxes work.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Rightsizing for Retirement

What does your home really cost?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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