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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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?
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
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HOT TOPIC: Supply-Chain Chaos: Holiday Edition
Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.