| | Personal Financial Planning | | Personal financial planning is about attaining financial goals and managing or mitigating financial risks. Generally, clients are looking to achieve financial security for themselves, to accumulate enough assets to fund their children's education, to save a specific lump sum to cover future expenditures, including retirement, or to prepare their assets for efficient transfer to their loved ones. There are many risks threatening the attainment of personal financial planning goals, including lack of planning, expensive and uncoordinated investment management, disability, poor health or untimely death.
With four Certified Financial Planners™ on staff, one in training and over 50 years of combined industry experience, we are well-qualified to provide personal financial planning services to our clients. Our process starts with a great deal of listening to your goals, objectives and dreams. We then analyze your current financial picture, identifying positives, risk factors, and areas that we can eliminate overlap, cut costs and save taxes. As opposed to selling products as solutions to your issues, we offer objective, independent advice.
Our personal financial planning services are provided on a fee basis and negotiated at the point of engagement based on exactly what services you want. Our fees tend to be a quoted as a flat fee arrangement with a minimum of $2,500 upfront, and $2,500 a year as a retainer, paid quarterly in advance. It is important to make the distinction that personal financial planning services are separate and distinct from core asset or investment management services.
Please contact us to begin your personal financial planning
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|  |  | | Our philosophy is client centric and custom from the bottom up in designing investment programs to meet every individual's unique circumstances and goals as they evolve over an investing lifetime.
Whether a client has $500,000 or $5,000,000 in liquid assets, it is equally painful to suffer capital losses that can diminish a lifetime of accumulated wealth. As an independent registered investment advisor, Gordon Asset Management, LLC, is uniquely positioned to provide advice on a fee basis with full disclosure and no conflicts of interest. Read More > | |
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