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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Four vacation destinations you might never have thought of.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Can you keep up with your children’s mobile slang?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
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.
How will you weather the ups and downs of the business cycle?