We take pride in understanding each of our clients’ specific goals to help them work towards a successful retirement. As we develop their customized blueprint, we have core principles in mind that drive our actions. The foundation of Gordon Wealth Planning is built upon the following beliefs:
- To have each investment made with a purpose or goal in mind
- To have perspective about the meaning of money in the total picture of your life
- To have something to do when you retire and have a purpose
- To include diversification in your portfolio – not all eggs in one basket
- To spend less than your income
- To have enough guaranteed income to cover your living expenses in retirement, if possible
- To not be over-reliant on the markets for retirement income
- To take care of the non-financial activities AKA “having your affairs in order” – Wills, Trusts, Medical Directives, POA
- To have a coordinated team of professional advisors, including estate attorneys and CPAs
- To make educated and informed decisions
- To have some level of organization so that you know what you have and others can take over
- To understand your feelings and emotions about money, wealth, risk so you can make the most unemotional choices possible
- To not only have a plan and actively implement the plan for what you would like to happen, but have a plan and actively implement the plan in case of some event you don’t want to happen does happen