“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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Learn when it may not make sense to file a claim on your home insurance.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It sounds simple, but paying yourself first can really pay off.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
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Why are 401(k) plans, annuities, and IRAs so popular?
Here is a quick history of the Federal Reserve and an overview of what it does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.