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
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.