Your finances, your way... personalized and planned ahead.

Comprehensive and ongoing financial planning for early-to-mid career professionals and young families.

Couple sitting on mountain with backpacks on and contemplating their financial planning needs to continue traveling

Between paying off student loans, investing for retirement, buying your first home, and setting your family up for future success – there is no question that finances as a professional or as a young family are challenging.

You may face questions like:

- Am I investing enough for retirement?
- How can I optimize my budget to increase my savings and pay off debt?
- Where should I invest money for my kid’s education?
- Can I afford a new home?
- Where do I start with estate planning?

The endless questions can easily become overwhelming.

Working with a Financial Advisor can help provide added confidence in your finances. Planned Ahead by Godsey & Gibb Wealth Management (Planned Ahead) is a division of Godsey & Gibb Wealth Management committed to those wanting personalized financial advice to help make effective financial decisions. Our advisors are like you, and understand the desire to find balance between living the life you work hard for now, taking care of family, and saving enough for your future.

Why Work With Us

Our Financial Financial Advisors are CERTIFIED FINANCIAL PLANNER™ professionals who are focused on helping early-to-mid career professionals succeed. In addition, our investment advice is crafted by an in-house investment team that has been navigating complex markets for over 35 years. As a division of Godsey & Gibb Wealth Management, our Financial Planners have experience helping affluent individuals in or nearing retirement. This has helped them gain a deeper understanding of what financial strategies are the most beneficial for achieving long-term success earlier in life.

In-Depth Financial Planning

Our financial planning services include:

Icon of pie chart and bar chart representing investment management services near richmond va

Cash-Flow
Analysis

icon of map representing financial planning services from Godsey & Gibb wealth management near greenville sc

Life & Family Planning

icon of document with percentage sign to represent tax preparation services and tax planning services

Investments

Risk
Management

Estate
Planning

Retirement Planning

Employee Benefit Analysis

Tax
Planning

Financial Coaching & Education

Who We Help

Planned Ahead was created by Godsey & Gibb Wealth Management to extend their services to the next generation. While Godsey & Gibb Wealth Management is focused on helping individuals nearing or in retirement, Planned Ahead is focused on helping professionals in the early-to-mid stages of their careers as well as their young families. As a division of Godsey & Gibb Wealth Management, Planned Ahead clients benefit from Godsey & Gibb’s in-house investment team with 35+ years of experience navigating complex economic and market environments.