Annuities

What’s An Annuity?

When it comes time to solidify the amount of income you’ll have in retirement, it is best to do some research and approach the issue from as many angles as possible. It’s never a good idea to approach that long-awaited day with excess market exposure. We know that guaranteed income is one of your most important needs. Converting assets like 401K, 403B, TSP, pension, and IRAs into a lifetime income stream with flexibility can be difficult. In order to achieve a safe and secure retirement, we know that retirees need to focus on products that guarantee principal protection.

Our goal is to make it simple and work with you to develop a retirement plan that is customized and gives you the life you deserve.

116 N. Dodge Street, Unit #8
Burlington, WI

5758 Elaine Dr, Ste 113,
Rockford, IL

200 South Executive Dr, Ste 101
Brookfield, WI

By contacting Brian Whitaker or 1st Opulence Financial WI Ins Lic # 7537641 and 100196882, IL Ins Lic #7537641 and 100289111, IN Ins Lic #431386 and 712040, GA Ins Lic #2821860 and 164641, IA Ins Lic #7537641 and 1002288784, MS Ins Lic#10418826 and 15028463, FL Ins Lic #W610386, you may be offered information regarding the purchase of insurance products.

Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Great Lakes Wealth Management. Insurance products and services are offered through 1^st Opulence Financial. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.