Tag: 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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Fixed Indexed Universal Life Insurance Video

Fixed Index Universal Life Insurance Policy video

Provide your beneficiaries with a death benefit that’s generally income-tax-free. The death benefit will help your family maintain their way of life when you pass away, help them keep a business going, or give a gift to a favorite charity.

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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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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