Broker Check

Premier Services of Christopher Gordon, CRPC®

“We specialize in personalized financial planning for educated government employees and working professionals who need guidance to avoid the uncertainties of retirement.”

Retirement Income & Distribution Planning

  • Develop personalized retirement income plans to help clients avoid their biggest concern: outliving their money
  • Implementation of your income plan through tailored distribution strategies
  • Recommendations for optimizing distributions from employer retirement plans, IRAs, and taxable accounts

Education

  • Teach local monthly educational classes covering important financial topics such as: retirement concerns and income, investment planning, tax planning, risk management, health care planning, Medicare, estate planning, and life planning
  • Incorporate an educational approach with clients through our ongoing planning process
  • Available upon request, Chris can teach a retirement seminar at your workplace, organization, church, etc. for a one-day seminar or a two-part class for either pre-retirees or retirees on retirement and financial planning.

Risk Management & Asset Protection Services

  • Analyze your current and future risk management needs (Life, Disability, and Long Term Care)
  • Develop an independent insurance needs analysis for income and legacy planning
  • Review investments and portfolio design to ensure goals, timelines, and risk tolerance are met.

Investment Planning & Oversight Services

  • Formalize an investment plan which includes: setting goals, identifying risks, and recommending portfolio structures designed for your specific needs and objectives
  • Review and advise on all aspects of your financial life including: major purchases, retirement plans, health and long term care planning, college plans, estate plans, taxes, and existing investment accounts
  • Ongoing monitoring of specific goals, objectives, and the implementation of any necessary plan changes

Tax Reduction Planning

  • Comprehensive review of your tax return to identify opportunities and strategies to reduce taxes
  • Active tax management techniques and strategies for any non-qualified investment accounts
  • Quarterly review of your tax position with planning to incorporate any new tax law changes

Family Wealth Legacy & Estate Planning

  • Analysis of your current estate plan and a complementary consultation with an attorney
  • Utilization of Charitable Trusts, Specials Needs Trust, and gifting considerations
  • Review and update beneficiaries on all accounts
  • Provide guidance and advice on the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communication

  • Quarterly updates and review meetings
  • Quarterly statements with goal tracking and account aggregation capabilities
  • Monthly newsletters featuring relevant articles to keep you apprised of current planning options and important news
  • Timely response to any questions or concerns you have regarding financial matters
  • Special client appreciation events - fishing, golf, holiday parties, concerts, etc. (2 guests per client are welcome to join)

Behind the Scenes & Ongoing Services

  • Independent, expert advice in a fiduciary capacity
  • Independent and objective review of products and services in the marketplace
  • Exclusive access to institutional investment programs not available directly to individual investors
  • Access to world-class money managers
  • Ongoing evaluation of results and performance of professional money managers
  • Remain “in touch” with changes in global capital markets and communicate any significant events in an understandable and timely fashion
  • Make use of new research finding and technology to deliver as efficient an experience as possible
  • Close monitoring and control over investment costs and fees
  • Quarterly portfolio rebalancing to manage risk