Gordon Financial, LLC
Planning That's Personal
Services
We offer different service contract options to enable us to best meet your individual needs. Account minimums and fees may be negotiable. We may take hourly or project work on a case-by-case basis. Please contact us for more information, or to schedule a no-obligation meeting to discuss your situation.
Financial Planning
We can provide financial planning services for an annual fee that may include some or all of the following:
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Retirement Planning
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Retirement Spending Strategies
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Investment Review and Recommendations
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Education Planning for Children or Grandchildren
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Insurance Review and Risk Management Strategies
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Cash Flow Managment and Budgeting
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Estate Planning and Document Review
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Charitable Giving Strategies
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Tax Planning and Review
Investment Management
Our investment management services include the following:
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Customized Portfolio Construction
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Implementation of Investment Recommendations
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On-going Portfolio Rebalancing
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Customized Quarterly Reporting
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Relevent Market Insight Emails
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No-Hassle Fee Deductions
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Money Movement Services
We can provide investment management services in conjunction with financial planning services, or as a stand-alone service. Our fees are based as a percentage of assets under management, with applicable minimum fee amounts depending on other services rendered.
We utilize a third-party platform at Trade PMR, Inc., Member FINRA/SIPC, with First Clearing LLC as custodian of all client assets. We do not take physical custody of your investments, but instead assume permissions to excute trades on your behalf.