Larry Gordon is a seasoned financial advisor and the driving force behind Gordon Financial Services, LLC, where he has dedicated his expertise to helping clients navigate the complexities of financial planning and investment management since 1984. With a robust background in business retirement plans, Larry...
Larry Gordon is a seasoned financial advisor and the driving force behind Gordon Financial Services, LLC, where he has dedicated his expertise to helping clients navigate the complexities of financial planning and investment management since 1984. With a robust background in business retirement plans, Larry has established himself as a trusted partner for organizations looking to enhance their employee benefits and secure their financial futures. His extensive experience is complemented by his designations as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF), which underscore his commitment to providing high-quality financial advisory services.
At Gordon Financial Services, Larry focuses on delivering tailored individual financial planning solutions, ensuring that each client receives personalized attention and strategies that align with their unique goals. His role as an Accredited Investment Fiduciary allows him to offer 3(21) co-fiduciary services for business retirement plans, ensuring compliance and best practices in investment management. This fiduciary responsibility is critical in today’s regulatory environment, where businesses must navigate complex compliance issues while striving to maximize employee engagement and satisfaction.
Larry's key projects often involve collaborating with businesses to design and implement comprehensive retirement plans that not only meet regulatory requirements but also empower employees to take charge of their financial futures. His expertise in investments, financial services, and advisory practices positions him as a leader in the industry, making him a valuable resource for both corporate clients and individual investors. With a passion for financial education and a commitment to ethical practices, Larry continues to make a significant impact in the lives of his clients, helping them achieve financial independence and security.
