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About Us

Our Primary Purpose

Have you ever wished for an alliance with a trustworthy, impartial, experienced and highly knowledgeable tax and financial advisor? One that helps you to thoroughly understand and appreciate the methods and services provided? After getting to know you and gaining an understanding of your family's needs and situation, Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, draws on over two decades of professional experience and offers a comprehensive approach to helping you identify and address you and your family's most pressing concerns, including retirement planning, insurance, long term care and income protection.

Jack & Jennifer have served thousands of individuals and businesses with their tax and wealth planning needs over the years, and appreciate the opportunity to meet you. Start gaining sensible ideas and solutions to help you more confidently approach your visions and hopes for the future, TODAY!

Please call (541) 488-3600 for a complimentary 'get to know you' meeting.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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