RitaGibson-TIS
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Rita Gibson provides a range of financial services for both individuals and businesses, including life insurance, disability income insurance, retirement planning, and estate planning for individuals, and health insurance, key employee coverage, business succession planning, and retirement plans for businesses. She has over 25 years of experience helping clients increase and protect their wealth, minimize taxes, and protect assets. She serves middle- and upper-income families, professionals, business owners, and retirees in the Sacramento area.
RitaGibson-TIS
- 1. FOR INDIVIDUALS • Life Insurance—so loved ones can maintain their current lifestyle • Policy Audits—review performance of existing coverages, beneficiaries, etc. • Disability Income—to replace income if sick or hurt and unable to work • Long-Term Care—pays for personal care • Retirement Planning—IRAs, Roth IRAs, IRA Rollovers, and retirement income planning • Income Tax-Free Retirement—Roth IRA and life insurance cash values* • Retirement Income Cash Flows • Estate Planning FOR BUSINESS • Health Insurance—HMO, PPO, HSA, dental, vision, group life insurance, and group disability income • Key Executive Coverage—for business owners and key employees • Business Succession Planning • Long-Term Care—as an executive benefit • Retirement Planning—401-K, pension, profit sharing, SEP IRA, Simple IRA plans • Income Tax-Free Retirement—for business owners and/or key employees and executives, life insurance Rita Gibson, CLU has a 25-year track record focusing on creating strategies that help increase and protect her clients’ wealth, minimize their tax bills, increase their company’s bottom line and protect personal and business assets from being wiped out by a lawsuit, creditor litigation or bankruptcy. Dedicated to furnishing a full range of services and products with proven performance, Rita serves middle- and upper-income families, professionals, business owners, and retirees. She is a member of Rotary Club of Sacramento; UC Davis Children’s Miracle Network Business Development Council; Mission Oaks Recreation and Park District Advisory Board; SACTO, Member Relations Committee, MRC; Million Dollar Round Table; National Association of Insurance & Financial Advisors; and National Association of Health Underwriters. She co-chaired the Power House Science Center Bids for Kids benefit for Rotary Club of Sacramento, which raised over $300,000. She graduated from the University of California, Davis and holds the designation of Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), and is also an Investment Advisor Representative of HTK. SERVICES AND PRODUCTS OFFERED: TRUST | INTEGRITY | SERVICE Insurance & Investment Services INC. HTK does not provide tax or legal advice. Please consult a qualified advisor regarding your individual circumstances. 601 University Avenue | Suite 140 | Sacramento CA 95825 | 916 648 2550 | rgibson@htk.com | www.ritagibson.com
- 2. HTK does not provide tax or legal advice. Please consult a qualified advisor regarding your individual circumstances. 601 University Avenue | Suite 140 | Sacramento CA 95825 | 916 648 2550 | rgibson@htk.com | www.ritagibson.com * Limitations and restrictions apply. Registered Representative of and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc. (HTK) A Registered Investment Advisor, Member FINRA/SIPC; 9930 Research Drive, Suite 100, Irvine, CA 92619, 949-754-1700. Rita Gibson Insurance & Investment Services is not affiliated with Hornor, Townsend & Kent, Inc. A2CD-0320-01E2 Insurance & Investment Services INC.