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| Welcome |
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| Learning What Money Means to You |
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| Uniting Your Wealth with Your Values |
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| People Who Benefit Most from Our Services |
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| Independence & Qualifications |
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| Email Us | sipc.com | finra.org | advisorcheck.com |
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| It's easy to see why Gordon has earned a following for the quality of his financial planning. Gordon and his staff work with a particular mission in mind: We will help get your entire financial house in order and keep it that way for the rest of your life... For a simple annual flat fee. |
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| By living and working in a principled way, keeping his word, and striving to better the lives of others, Gordon has earned trust, respect and admiration. Seeing the bigger picture Financial planning is really about building a better life, not simply making money. It's not about "dying with the most toys;" it's about harnessing the potential of your wealth so you can live purposefully and retire with independence and dignity. While brokers focus on selling and trading, Gordon practices Values-Based Financial Planning  , building each financial strategy around the values of his client. Instead of a short-term outlook, he adopts a long-term approach much appreciated by those who want to achieve and maintain the financial security they have worked for all their lives.Relating to you You'll like the way Gordon cares: he's warm and welcoming, and he talks with you, not at you. He takes time to learn about your values and goals, and he studies your financial situation in depth. By organizing and managing your investment portfolio, Gordon can help you feel confident about your future. By becoming your financial advisor, he can help you align your money with your values. |
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| 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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