Your finances, your way – planned ahead.
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 Advisors are CERTIFIED FINANCIAL PLANNER™ professionals who are focused on helping early-to-mid career professionals succeed.
- Our investment advice is crafted by an in-house investment team that has been navigating complex markets for more than 35 years.
- Our Financial Planners have experience helping affluent individuals and families 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.
Our comprehensive approach includes:
- A financial plan that realistically lays out goals and expectations (completed by our in-house Financial Planners who are CFP® professionals)
- A cash-flow analysis to help you determine an adequate budget and savings plan
- Investment guidance to help fund your goals
- The waiving of Godsey & Gibb Wealth Management’s $500,000 investment minimum, to offer access to Godsey & Gibb’s investment management services
- Life & family planning to help you ensure that you are taking the most financially effective steps for you and your family
- Retirement planning to help you focus on your long-term goals in addition to your short-term goals
- A tax strategy to manage your tax burden
- Estate planning assistance to help ensure your assets will pass efficiently to your heirs
- Risk management to help you avoid falling victim to unfortunate financial situations related to your personal and professional life
- Employee benefit analysis to help ensure you are making the most of your employer-provided benefits
Godsey & Gibb Wealth Management:
Godsey & Gibb Wealth Management has been partnering with individuals and families nearing or in retirement with their finances for over 35 years. As a comprehensive wealth management firm, Godsey & Gibb offers a suite of services that extends beyond investment management and includes financial planning and tax preparation. Benefits of working with Godsey & Gibb include:
- A team experienced in navigating various market cycles and economic environments
- A focus on goal-oriented strategies (taking into account individual risk tolerance levels) that consider your long-term goals versus short-term performance
- A custom balanced investment portfolio completed by our in-house investment team
- A focus on regular communication, honesty, and transparency
Achieve your financial goals.
While a financial plan provides a simple road map to achieving your financial goals, ongoing financial planning acts as a GPS that can adjust and update your route as you encounter road blocks, need to take detours, or decide to change your end destination completely. Learn more about how our services can help you achieve both your short-term goals as well as your long-term goals.