180 Lithia Way
We provide personal and business tax planning; federal and state tax preparation; electronic filing; and IRS audit representation for our financial clients.
Jack Gibbs will first assess your current financial condition and take time to learn about your personal preferences and ambitions. Secondly, Jack will help you uncover and quantify your financial objectives by creating portfolio analyses and planning projections. Applicable services may include IRA rollovers, account consolidations, asset re-allocations, retirement plan reviews and college savings plans. Jack will help you gain a higher level of knowledge of your situation, relate opportunities and help you build confidence in the assurance you are taking advantage of appropriate planning tools and techniques to build and protect your wealth on an ongoing basis.
With increasing life expectancies, many Americans could spend up to one-third of their lives in retirement. Substantial resources will be required to help finance non-earning years, and careful planning is required.
Do you know how much you will need for a successful and comfortable retirement? Let us help by providing an impartial and confidential review of your situation.
The available education planning choices can be confusing. I can show you how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift and estate tax situation. I can also help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment might fit with your overall investment management plan.
Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. I can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.
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