Planned Ahead by Godsey & Gibb Wealth Management (Planned Ahead) is an offering by Godsey & Gibb Wealth Management.
Godsey & Gibb Wealth Management (“Godsey & Gibb,” the “Firm,” “we,” “our,” “us”) is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Adviser (RIA) headquartered in Richmond, Virginia. The terms “you” and “your” represent you and/or any entity you may represent in connection with the content within our website and our distributed marketing materials.
The information contained in this website, our marketing materials, our webinars/calls, and our newsletters is for educational purposes and should not be substituted for personalized portfolio advice from Godsey & Gibb Wealth Management or used to guide investment decisions. Any examples contained in these materials and on this website are hypothetical and for explanation purposes only. In addition, while this information is provided in good faith, we make no representation or warranty of any kind regarding its accuracy, validity, reliability or completeness. Please reach out to our advisors with questions regarding your personal financial situation, and how the information we share may relate to your personal finances.
As a fiduciary, it is our responsibility to act in your best interest and not put our interest as individuals or a business ahead of yours. In addition, Godsey & Gibb Wealth Management is in compliance with the current SEC RIA filing requirements for registered investment advisers by required states in which the Firm maintains clients. The Firm may only conduct business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Any securities and other investments that are held in Godsey & Gibb investment advisory accounts are not guaranteed, and all investment decisions and recommendations are subject to variable risks, including the potential loss of the principal amount invested. We do not guarantee any minimum level of investment performance. In addition, no past investment performance or sample portfolio performance is a guarantee of future results.
GODSEY & GIBB WEALTH MANAGEMENT RANKING/RATING DISCLOSURES
Rankings/ratings are through unaffiliated rating services and/or publications. They are not intended to be construed as any form of endorsement of Godsey & Gibb or indicative of future investment performance.
In addition, Godsey & Gibb does not pay for endorsements or rankings in any ranking publications.
CNBC FA 100 LIST DISCLOSURE
#12 Financial Advisory firm in the United States (2023) – methodology for selection
#22 Financial Advisory firm in the United States (2022) – methodology for selection
In the CNBC FA 100 lists, CNBC ranks the top-rated financial advisory firms of each year. The list is based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint solutions. Data points include, but are not limited to, number of years in business, total assets under management, and regulatory/compliance records. If you are interested in learning more about how CNBC selects firms for their lists, please click on the links above.
FINANCIAL PLANNING:
Clients may choose to partner with one of our Financial Planning Advisors who have received the CFP® designation. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FEES:
Our Firm provides discretionary Portfolio Management with a minimum investment of $500,000. However, we reserve the right to negotiate alternatives. For more detailed information about our fees and costs, please review our Form ADV Part 1A, and more fully described in our Form ADV Part 2A.
This website is intended as a Firm overview. Our Form ADV contains in-depth information regarding our business model, the background of our financial advisors, our fees, and other firm-related details. To access our Form ADV, visit the SEC’s Investment Advisor Public Disclosure site, www.iard.com, by searching Godsey & Gibb Wealth Management or unique identifier, CRD # 105650 (or click here).
For questions regarding this disclaimer, our Form ADV, or general compliance, please email our Chief Compliance Officer at [email protected].