1400 Buford Highway, Suite F5 Sugar Hill GA 30518 Phone: (770) 831-8652 Fax: (678) 804-1816
Mark Gibbs is the President and owner of Gibbs Financial Planning Services in Buford, GA. “My goal,” says Mark, “is to provide clients with professional financial advice from someone they can trust. Individuals and families from all walks of life and income brackets need sound advice on a wide range of financial matters – not a sales pitch for the latest hot stock or financial product.”
As a personal financial coach, Mark assists clients in making educated decisions to meet their financial goals and objectives. With services ranging from second opinions to modular, topic-specific advice to comprehensive financial plans, there is a right-fit solution for anyone seeking independent, objective advice. “Our mission,” explains Mark, “is to simplify the financial lives of our clients and help them navigate towards their life goals. We do this by getting them the financial facts and advice they need, at the intervals they choose, at a cost they can afford. Because we have no minimum income or asset requirements, we are an important resource for regular folk who know where they want to go but need some professional help in getting there.”
The firm provides Fee-Only financial planning services and investment advice. Because no third-party compensation is received, all potential conflicts of interest regarding compensation are removed. Gibbs Financial Planning does not receive commissions from the sale of investments, insurance or other financial products. This unique structure allows for the recommendation of cost-effective investments and other financial products that can save clients money. “Wouldn’t you rather put more of your money to work for you? With the right advice and properly selected investments, you can do just that,” Mark says.
Mark’s practice works much like a doctor’s or attorney’s practice. Clients call or visit when they have a need, and only pay for the actual time spent evaluating their financial situation, providing specific recommendations, and/or assisting them with implementation. One-time or periodic consultations are provided at reasonable hourly rates.
Mark’s experience and education have prepared him well for personal financial planning. He has over 13 years experience as a Controller for Flowers Foods & Mrs. Smith’s Bakeries, Inc. An MBA degree with a concentration in Finance and a Masters Certificate in Personal Financial Planning, both from Georgia State University, round out his qualifications.
He holds the CPA designation, a special credential awarded to accountants who have demonstrated a high level of expertise in the accounting field. Because he holds a Masters Certificate in Personal Financial Planning and is a CPA, he was qualified to sit for and passed the CFP® certification examination. Now that he has passed the rigorous 2-day tests and proved that he has met the specific experience requirements, Mark is authorized to use the CFP® mark of distinction, which is conferred and governed by the CFP Board of Standards.
As a husband and father of three children, he’s been budgeting, saving and investing for years. He knows the challenges of funding college educations, saving for retirement, managing investments, selecting the right insurance, and developing estate plans.
Gibbs Financial Planning is a member of the following organizations:
As you travel life’s journey, there is no need to “go it alone.” Now, with the affordable, as-needed advice available through Gibbs Financial Planning, you can get the help you need in the intervals you desire. Call Mark today for your complimentary, Get Acquainted appointment, which can be conducted over the phone or in person, and get started today!
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
