Services

Financial Planning

 

We can provide financial planning services for an annual fee that may include some or all of the following:

 

  • Retirement Planning

 

  • Retirement Spending Strategies

 

  • Investment Review and Recommendations

 

  • Education Planning for Children or Grandchildren

 

  • Insurance Review and Risk Management Strategies

 

  • Cash Flow Managment and Budgeting

 

  • Estate Planning and Document Review

 

  • Charitable Giving Strategies

 

  • Tax Planning and Review

Investment Management

 

Our investment management services include the following:

 

  • Customized Portfolio Construction

 

  • Implementation of Investment Recommendations

 

  • On-going Portfolio Rebalancing

 

  • Customized Quarterly Reporting

 

  • Relevent Market Insight Emails

 

  • No-Hassle Fee Deductions

 

  • Money Movement Services 

 

We can provide investment management services in conjunction with financial planning services, or as a stand-alone service. Our fees are based as a percentage of assets under management, with applicable minimum fee amounts depending on other services rendered.   

 

We utilize a third-party platform at Trade PMR, Inc., Member FINRA/SIPC, with First Clearing LLC as custodian of all client assets. We do not take physical custody of your investments, but instead assume permissions to excute trades on your behalf.   

We offer different service contract options to enable us to best meet your individual needs.  Account minimums and fees may be negotiable. We may take hourly or project work on a case-by-case basis. Please contact us for more information, or to schedule a no-obligation meeting to discuss your situation.

Contact Us

Gordon Financial, LLC


Tel:         843-936-3941


Email:     eivy@gordonfinancialplanners.com

 

Location​Mount Pleasant, SC

 

Office Hours: By Appointment Only

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