Gordon Financial

At Gordon Financial, LLC, we are dedicated to providing personalized and unbiased financial advice to our clients. As a fee-only financial planning and Registered Investment Advisor firm, we are uniquely positioned to offer customized financial solutions that cater to each client's unique goals and lifestyle. Our team is committed to providing education and guidance to help our clients make informed decisions about their finances.

Our Philosophy

We believe that everyone should have access to unbiased financial advice, tailored to their specific needs and aspirations. As a fee-only firm, we do not receive commissions or compensation from the sale of products, ensuring that our recommendations are always in the best interest of our clients. We take the time to understand each client's values, goals, and risk tolerance to create a personalized financial plan that aligns with their objectives.

Our Services

Our team of certified financial planners offers a comprehensive range of services designed to help our clients achieve their financial goals. These services include:

• Retirement Planning: We help our clients plan for a secure and comfortable retirement by analyzing their current financial situation, projecting future needs, and developing a tailored strategy to meet those needs.

• Investment Management: Our team will help you create an investment portfolio that aligns with your risk tolerance, investment horizon, and financial goals. We focus on low-cost index mutual funds that provide broad diversification and minimize risk.

• Education Planning: We assist our clients in planning for their children's education expenses, including selecting the appropriate savings vehicles and investment strategies.

• Insurance and Risk Management: Our team helps clients assess their insurance needs and develop strategies to manage risk effectively.

• Cash Flow Management: We help our clients understand and manage their cash flow, ensuring that they have sufficient funds to meet their current and future financial obligations.

• Budgeting: Our team works with clients to create a budget that aligns with their financial goals and values.

• Estate Planning: We assist our clients in planning for the distribution of their assets after death, including wills, trusts, and other estate planning tools.

• Charitable Giving: Our team helps clients develop strategies for charitable giving that align with their values and financial goals.

• Tax Planning and Review: We help our clients understand and manage their tax obligations, including strategies for minimizing taxes and ensuring compliance with tax laws.

Why Choose a CFP Professional?

Choosing a Certified Financial Planner (CFP) professional ensures that you are working with a highly qualified and experienced financial advisor. CFP professionals have completed rigorous education and training requirements, passed a comprehensive exam, and adhere to a strict code of ethics. At Gordon Financial, LLC, our team of CFP professionals is dedicated to providing unbiased and personalized financial advice to help our clients achieve their financial goals.

Fees

At Gordon Financial, LLC, we believe in transparency and fairness when it comes to our fees. We charge a flat fee for our services, which means that you will never receive a surprise bill or be charged for services you did not request. Our fee structure is designed to be affordable and aligned with the value we provide to our clients.