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Client Centered

Transparency is key and as we work with each of our clients, it is our goal to give them a complete and full understanding of what to expect working with Gordon Wealth Planning. As we enter a partnership, you may ask, “What’s in it for me?”. Every client will have the benefit of knowing they have all of the following:

  • A plan, roadmap or blueprint of how they can purse their goals and work toward protecting against the unexpected
  • A confident mindset that there is a plan
  • A plain-English understanding of what plans, strategies and investments they have
  • A professional relationship with an advisor who will provide impartial, unemotional and balanced recommendations in the best interest of the client
  • A level of personal relationship based on working for the personal interests of the client and their family
  • An education about relevant subjects to a depth and in a language appropriate to them
  • A relationship that is collaborative and not autocratic
  • A resource to seek information and advice about tangential and unrelated subjects
  • A confident mindset knowing they have someone who has their back
  • A confident mindset that there is all of the above

"Planning is bringing the future into the present so that you can do something about it now."

Alan Lakein, author

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