About Ken Gibbons

It’s all about being “Proactive” with your finances, accounting, tax strategies, investments and estate planning that matters for the new and ever-changing tax and law system we live in.
I left audit work because it dealt with after the fact financial history. I wanted to use my 30 plus years of experience to improve everyone’s finances, not just record them.
I expanded my knowledge by adding holistic financial planning to my tax experience. Now I can help you set up your personal and business financial goals by creating small and manageable steps. I will educate you, in plain English, to reduce your stress level, so you understand your options, make informed decisions, and take action.
In the past, I’ve audited large 401K plans for DOL required compliance. I leveraged this knowledge and obtained my CPFA designation. So, I could provide 401k plan advisor guidance to employers as well.
I have integrated my CPA tax and audit knowledge with my Financial Planning skills to provide you the best possible outcome.
So, let’s create a plan that’s “Geared to Strengthen your Financial Future.”
New Jersey Business Owners
YOU HAVE TWO CHOICES:
PAY TAX AND COMPLAIN ABOUT IT
OR
SAVE TAX AND BRAG ABOUT IT
( Individual results will vary )
I help New Jersey Business Owners Maximize their Wealth using Advanced Tax & Financial Strategies for both their Business & Personal Finances. Learn about our corporate financial planning strategies.

FINANCIAL PLANNING
Grow Old and Be:
Tired
or
Retired
Save Yourself by Saving Yourself

RETIREMENT PLANS
Renew
Your
401K Plan's
Purpose
401k Planning Services

401k INVESTMENTS
Learn to
"Take Control of
Your 401K"
401k Investment Advice
Professional Designations
Bachelor of Science, Accounting, Rutgers the State University, Business School
CPFA - Certified Plan Fiduciary Advisor
CPA - Certified Public Accountant, NJ
FINRA Series 66
Life & Health Insurance - NJ
ASSOCIATIONS - MEMBERSHIPS
NAPA - National Association of Plan Advisors
AICPA - American Institute of CPAs
VERIFY MY BACKGROUND "Clickable" FINANCIAL BADGES
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