“You can’t build a reputation on what you are going to do.” - Henry Ford
Gimbal Financial is an independent financial services firm, servicing clients with a single vision: honoring families, colleagues, clients, and suppliers through honest, objective financial guidance. Led by Keith Tyner and Jim Pinkston, we consider our firm a family, and since our founding, we have been inviting others along on the journey.
At Gimbal, we take the time to get to know each of our clients to discover their story and to understand what is important to them. By listening carefully to their needs and desires, we help them develop creative strategies and we recommend appropriate financial tools to guide them through life’s challenges.
Our advisors have been serving clients for more than 30 years and, together, our team shares more than 100 years of experience serving people in Fishers, the greater Indianapolis area, and across the nation.
We bring these years of industry experience to each client meeting. Our goal is to bring clarity to financial situations so that our clients can focus on what matters most in life to them and pursue their passions. In fact, we like to say we help people chase their passions with their money!
So whether you are changing jobs, planning to retire early, or finally going to hike the Grand Canyon, contact us. We’d love to plan and dream with you.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are things about Social Security that might surprise you.
Is your estate in order? This short quiz may help you assess your overall strategy.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Don’t overlook the need for renter’s insurance if you rent your home.
A few strategies that may help you prepare for the cost of higher education.
Retirees traveling abroad need to know that their health insurance travels with them.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.
How do the markets usually react to elections? Was the 2016 election any different?