Wealth Management, Products & Services
Whether your wealth is valued at $10,000 or $100,000, it is important that you are taking steps to actively address the issues that managing wealth presents.
Sandra Gallo Gibson has found that there are 8 Wealth Management Issues that are most important to her clients and their families. Each of these issues is interrelated and, in fact, acts like a balancing scale. If you make an adjustment to one issue, it affects the others. That is why it is critical that you have one center cell Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. Without the knowledge of all the 8 Wealth Management Issues, you may find your finances out of balance.
Sandra will work closely together with you using the 8 Wealth Management Issues document to identify and discuss the priorities your are currently facing. As your Advisor, she will help you identify the issues you have already adequately covered and those issues that need more attention. She will also work with you to create an action plan that addresses these issues as you see fit.
And, because life is always evolving, we will meet periodically to discuss your situation and monitor your position within each of the 8 Wealth Management Issues.
Products and Services
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Brokerage Accounts
- Unit Investment Trusts
- Fee-based Advisory Services
- Professional Money Management
- Relocation tax issues
- Tax Advantaged Strategies
- State tax issues and preparation
- Individual Tax Preparation and Planning
- Business Tax Preparation and Planning
- Projecting tax liabilities and estimating tax payments
- Quickbooks Program Support
- Small Business Accounting / Bookkeeping
- Small Business Consulting
- Roth IRA
- Simple IRA
- IRA Rollovers
- Traditional IRA
- Educational IRA
- 401(k) Retirement Plans
- Simplified Employee Pension Plan (SEP)
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Student Loans
- Mortgage Loans
- Home Equity Loans
- Business Lines of Credit
* These services are offered by Sandra Gallo Gibson through her affiliation with HD Vest Invesment Services SM and HD Vest Advisory Services SM.