After a 30 year career and manager with AT&T, Curtis Gibson enthusiastically entered into the financial planning arena with a guided purpose. One which directly relates to the fact that a high percentage of his client base are AT&T employees at and near retirement. Curtis now offers financial advice to those who were once colleagues and does a remarkable job of keeping those clients not only informed but educated on a retirement plan that he lived and breathed for three decades. He remembers only too well the lack of guidance, resources, and information being available to make appropriate decisions for a successful retirement. Now as a Chartered Retirement Planning Counselor he's in a position to help those he decidedly has a vested interest in. Curtis also goes to great lengths to let individuals and families know how important it is to plan early. He also knows how vital it is for his clients to have access to current and relevant information in order for them to make informed decisions. These decisions ultimately impact their retirement and savings goals. His primary focus is providing wealth management and retirement solutions to individuals that are transitioning, retiring or just planning to enjoy a more relaxed lifestyle. Having had a career and retired from a Fortune 100 company gives him additional insight as to some of the needs and concerns of his clients. Curtis offers, "I feel that planning is the key to a successful transition or retirement. Having a plan sets a course and a course gives you a point of reference to gauge if you are on track to achieving your goals." He further adds, "Would you leave on a trip without knowing how much fuel you have, the condition of your vehicle, the direction and roads you must travel or the approximate time it will take you to arrive at your destination? Statistics show that most people will spend more time planning for a 2 week vacation than they spend in planning for 20-30 years of retirement." Since joining the Peak team in early 2007, his intentions are clear, to work together to tailor a "Road Map to Retirement," for his clients. The Road Map to Retirement is a complimentary detailed financial analysis of a client's specific situation and is a proprietary tool used exclusively by Peak Capital. Prior to joining Peak Capital Investment Services, Curtis provided financial strategies and tailored investment portfolios for his clients through Merrill Lynch. Curtis and his wife have been married 14 years and live in Sugar Land, Texas. He enjoys outdoor activities - camping, fishing, and gardening. They have 5 children and 3 grandchildren and his wife quite interestingly has worked for AT&T for 32 years. *Curtis Gibson is a Chartered Retirement Planning Counselor and has his Series 7 securities registration and his Series 63 and 65 registration through LPL Financial and FINRA. Like other professionals at Peak Capital Investment Services, Curtis is a Registered Representative of LPL Financial |
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