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620 N Rangeline Road
Carmel, IN 46032

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A New Way to Look at Your Bucket List RE: Retirement Come See Us on Facebook The Rule of 72

“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, 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.

Helpful Content

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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 Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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