The Gordon Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Dan Gordon

Dan Gordon

Financial Advisor

Vice President
Visit Dan Gordon's website
Paul Gordon

Paul Gordon

Financial Advisor

Visit Paul Gordon's website

Team

Silvia N Meyer

Silvia N Meyer

Client Service Associate