Broker Check

(317) 578-1600 
10100 Lantern Road Suite 200
Fishers, IN 46037

LinkedIneMoney

 

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

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

 

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

View all articles arrow

Long-Term-Care Needs

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

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.

5 Smart Investing Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Saving for College 101

Here’s a crash course on saving for college.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Once Upon a Goal

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos arrow