“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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Healthy habits are one of the greatest gifts to give your child.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are four very good reasons to start investing. Do you know what they are?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.