Innovative Wealth Management and Retirement Consulting
You didn’t achieve your wealth by accident, so why leave your financial freedom to chance?
Gordon Asset Management is a holistic asset management company focused on three distinct areas of financial advice: Wealth Management for high-net-worth and high-income individuals – Retirement Plan Consulting for businesses – Exit Planning for owners of privately held businesses. We are a dedicated team of highly credentialed, financial professionals comprised of CERTIFIED FINANCIAL PLANNER™ (“CFP®”) designees, Certified Investment Management Analyst® (“CIMA®”) designees, and Accredited Investment Fiduciaries (“AIF ®”).
No matter what type of financial advice you are seeking, you will experience many things which you will not find at a retail financial institutions such as banks and brokerage firms: transparent communication of all fees and conflicts of interest, an ongoing commitment to innovation and knowledge through extensive commitment to continuing education, and fiduciary accountability to always act in your best interests first. Our financial experts are here to guide you so that you may enjoy the peace of mind that comes with financial freedom.
You have worked hard to build your wealth and need custom strategies to help you accomplish your financial goals. Our wealth management strategies will:
- Generate cash flow
- Allocate capital
- Analyze and manage risk factors
- Protect assets
Most companies today have a core 401(k) retirement plan, however, each company should have a great retirement plan that gives their company participants and trustees:
- Custom participant advice
- Full fee transparency
- Fiduciary accountability
Exit planning involves more than simply valuing your business and selling it in the open market. We walk our business owners through an exit planning discovery process whereby we focus on:
- Strengths and opportunities
- All possible obstacles
- Securing retirement cash flow
Gordon Asset Management News
November 29, 2011
CEFEX Certification
See attached documents related to Gordon Asset Management, LLC CEFEX certification
October 21, 2011
October, 2011 - Tax Reform: Proposals to permanently eliminate current income tax deductions for employee and employer contributions to tax code Section 401(k) plans.
The policy makers in Washington continue to amaze as their vision goes no further than the next election. That said, we are hopeful Congress will see that permanently eliminating the current income tax deductions for employee and employer contributions to 401(k) plans is extremely short sighted and doing this will not increase tax revenues, they merely change the timing of these inevitable tax revenues. (i.e., employee and employer contributions to 401(k) plans are Tax-DEFERRED and not Tax-FREE) We hope they realize that addressing a “symptom” typically doesn’t cure the “problem”.
Unfortunately, at this time there is no clear guidance on how this will play out. I have recently put out some feelers to my Washington contacts but I have yet to hear anything. With all of that said, we find it very unlikely that the “401(k)” portion of the tax reform finds its way into the final legislation.
Until we know more it should be business as usual.
EBRI News - Proposed Tax Reform
July 26, 2011
July, 2011- Vancouver Global Investment Summit: Fight or Flight, by Agora Financial, Inc.
Joe Gordon attended this global natural resource stock and precious metals conference with specific focus on investing in precious metals and miner stocks, including potash, uranium and gold, silver and copper. Speakers included John Mauldin, Rick Rule, Adrian Day, Barry Ritholz, Doug Casey and Bill Bonner.
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