About Us
Planning Futures
The mission of Gordon Financial is to be a trusted advisor for our clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you work pursue your goals.
Firm Clients
Gordon Financial works with individuals, families and businesses to help them seek planning and protecting to their financial future.
As a specialist in retirement and investment planning, I can help you answer the questions you may have such as:
•Will I be able to retire early?
•How much money will I need in order to retire?
•How can I get the most out of my 401(k)?
•Should I have a traditional IRA or a Roth IRA?
•How can I "inflation-proof" my investment income?
•Do I need long-term care insurance?
•What type of retirement plan should I have with my business?
•When I sell my business, what should I do next?
Financial Planning Process
The financial consultants of Gordon Financial will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives.
I can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
Once your plan is established, we meet frequently to review and make appropriate updates the help you manage your overall goals.
Our Team
Ian has over 20 years experience in financial services including investment planning, traditional banking, debt management, and insurance consulting.
Prior to Gordon Financial he worked as a Financial Consultant with several area financial institutions. He is a graduate of Ursinus College with a Bachelor of Arts degree in Economics and Business Administration with a minor in Accounting. He received his Financial Planning Certificate at The American College and attained his CFP® certification in 2008.
Client Access
LPL Account Access
LPL Guided Wealth Portfolios
LPL Guided Wealth Portfolios