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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Knowing the rules may help you decide when to start benefits.
To choose a plan, it’s important to ask yourself four key questions.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Five phases to changing unhealthy behaviors.
Here are 4 great, and sometimes unexpected, places to raise a family.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s been a lot of talk about Tax Reform. What might it look like?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Have you explored all your options when it comes to managing your taxable income?