Gordon Financial Advisory Services, LLC is an independent, full service financial firm, providing
wealth management solutions for over 20 years.
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, wealth preservation and insurance. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Newsletters
-
A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
-
Is a High-Deductible Health Plan Right for You?
What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.
-
Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
-
Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.