Learning what money means to you

What should your money help you accomplish? What purpose should it serve? Gordon can help you answer these questions and clarify your values when it comes to money.

He listens to what you have to say. With his knowledge, he creates a financial plan based on your objectives - a strategy designed not only to help you achieve your goals, but ultimately to fulfill the values that are important to you.


Planning for what matters
Your money should be invested to serve your values, your goals and dreams, and the ones you love.

Gordon provides Values-Based Financial Planning to help you retain your wealth and enhance your life.

It is planning based on one question:
What's important about money to you?

Practical steps toward the goal of financial freedom
Gordon and his firm offer fee-based financial planning including:
  • Retirement Planning (your retirement income)
  • Portfolio Management (your invested assets)
  • Estate Planning (your legacy)
  • Insurance Planning (your risk management)
Working toward the greatest goal of all
All this is offered with a purpose in mind: to help your wealth reach its potential, so that you can enjoy the feeling that comes with fulfilling those values that are important to you.

Do you have a plan that invests your money in alignment with your values and reduces worry about your financial future? You deserve that level of financial care. You will find it with Gordon Elder.
Registered Advisory Services offered through Cambridge Legacy Advisors, Inc. - Registered Principal offering Securities through Cambridge Legacy Securities, L.L.C., Member FINRA, SIPC, MSRB-
Supervisory Office: 15660 N. Dallas Parkway, Suite 700, Dallas, Texas 75248
Phone 972-267-8181 - Fax 972-267-8180

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CA Insurance Lic. #0558562
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