If you're looking for a Wealth Advisor local to Richmond, VA, then look no further! Godsey & Gibb Wealth Management has a Richmond-based Wealth Advisor, Peter Braden, who offers comprehensive,...
Phoenix Location – DRAFT
If you live in the greater Greenville, SC area and want to work with an advisor who's part of your community, then look no further! Two Godsey & Gibb Wealth Advisors live in Greenville and offer...
Greenville Location – DRAFT
If you live in the greater Greenville, SC area and want to work with an advisor who's part of your community, then look no further! Two Godsey & Gibb Wealth Advisors live in Greenville and offer...
Jacksonville Location – DRAFT
If you live in the greater Greenville, SC area and want to work with an advisor who's part of your community, then look no further! Two Godsey & Gibb Wealth Advisors live in Greenville and offer...
Wealth Management Q&As
Wealth Management is more than investment management. It considers the larger picture. While your investments are critical to your success throughout retirement, it is also important to understand how your taxes, finanical plan, estate, and insurance can affect both your overall situation. Do you know when you should begin collecting social security to maximize its benefit? Have you followed the necessary steps to help your assets pass efficiently to your heirs, avoiding probate? If 529 plans are applicable to you, have you considered 529 plan superfunding or how to maximize 529 plan tax advantages? Our wealth management Q&As consist of popular topics among our clients and are not limited to investment management.