Category: Retirement Planning

Experienced Financial Advisers Serving Business Owners, Entrepreneurs, and Investors

Consolidated Product and Services Offerings

Consolidated Product and Services

Gibson Financial Group Consolidated Product and Services Offerings Statement In order to provide clarity to you, our clients, what products and services we offer, please find below a consolidated ‘menu’ of what is currently available from the Gibson Financial Group. Financial Intelligence Coaching Program Business Planning Executive Compensation Employee Benefits Business Continuation / Exit Strategy Business…
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Life Insurance as a Financial Engine
Executive Bonus Arrangements

Executive Bonus Arrangements

Flexible Benefits for Business Owners and Key Employees Business Owners have different life insurance needs Business Owners have different life insurance needs based upon the age, size, and health of their business. For instance, all business owners should have personal life insurance coverage to help protect their families as they are likely putting all their…
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Life Insurance made EASY with Quote and Apply

Life Insurance made EASY with Quote and Apply

Let’s face it – applying for life insurance used to be a pain! Now, at Gibson Financial Group, we have made life insurance EASY! See why Gibson Financial Group’s Quote & Apply is a fast growing e-Application for term and permanent life insurance! You can get your own quotes from multiple carriers, apply, schedule your…
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Financial Talk Radio

Financial Talk Radio

By: DeWitt C. Gibson, IV, CLU Credit Talk – A Financial Talk Radio Show “Credit Talk with Troy Bohlke“, as heard on Financial Talk Radio, discusses business and credit issues. Hosted by Troy Bohlke of New Business Funders, the show discusses various items business owners need to think about while growing a business and protecting…
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Financial Planning for Business Owners

Financial Planning for Business Owners

At Gibson Financial Group, we tag ourselves “Experienced Financial Advisers Serving Business Owners, Entrepreneurs, and Investors.” What does that mean exactly? How is Financial Planning for Business Owners Different? One of the primary differences is in the make-up of their net worth. Employees traditionally have a bulk of their net worth in assets like 401(k)s,…
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Self Directed IRA

Investing Using a Self-Directed IRA

Videos Source: https://www.pensco.com/videos-and-media Author: DeWitt C. Gibson, IV, CLU I have been a client of Pensco Trust Company myself for several years now. Using a Self Directed IRA to invest in alternative assets has opened my mind and my retirement account to many new ways to diversify and earn returns outside of traditional mutual fund…
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Supplemental Executive Retirement Plan

Supplemental Executive Retirement Plan

BUSINESS OWNER AND EXECUTIVE COMPENSATION Retirement Planning can be Difficult for Business Owners Business owners and their highly compensated key employees have two unique problems in funding their own retirement. The Federal rules governing tax-favored qualified plans limit the amounts that can be deferred or contributed into these plans by, or on behalf of, highly…
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Sailing

Life Insurance Based Financial Planning

Life Insurance is an incredibly important, and often misunderstood financial tool. Life Insurance can be very effective in many areas of Financial Planning when used correctly.