Rita Gibson

Background

About Rita Gibson

Many successful business owners and professionals have ignored their financial planning. Sometimes they have life insurance policies that have lapsed or will expire soon. They have multiple accounts but no organized plan. There is no alignment with their qualified and non-qualified investments, they haven't taken advantage of preferred mortality credits, and their investments are not monitored to be tax efficient. I am Rita Gibson, CLU®, RICP®, I have a 25 year track record working with clients to create strategies that help increase and protect income, make assets as tax efficient as possible, and protect families in the event of death of the breadwinner. We help our clients position their assets so they can retire with ease. If you are concerned that you are not positioned properly for retirement let's chat. Whether or not you are already working with an advisor, I am confident our call will be well worth your time. 916.648.2550 or email note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 600 Dresher Rd Horsham PA 19044, 800-873-7637. 1847Financial is unaffiliated with HTK. Rita Gibson Insurance & Investment Services, Inc. is unaffiliated with HTK, LLC. CA Insurance License #0594805 5494928RG_Mar25