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Retirement Planning For Individuals Over Age 50


Get Your Free Retirement Assessment

Why Gudorf Financial?

Not all financial advisors are created equal.

handshakeFiduciary Relationship

We operate in a fiduciary capacity and are obligated to act in your best interest in every circumstance

processFee-Only Financial Advisor 

We offer objective financial advice we would be comfortable taking ourselves, with no commissions or products to push.

lightbulbCFP® Professional

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net

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Interested in Working

Get started in three easy steps:


Step #1

Get Your Free Retirement

Learn how we can help you lower taxes
and improve retirement success.


Step #2

Think About It!

Review your Retirement Assessment and
determine if we're the right fit.


Step #3

Personalized Ongoing

Hire us do the heavy lifting so you
can enjoy retirement!

As a Financial Planner All We Do Is Retirement Planning

Gudorf Financial Group advisors provide independent, fee-only financial planning advice to individuals over 50 and their families. We work with our clients to align their professional and personal goals so they can focus on the important things in life. As a fiduciary, we always act in the client's best interest.

Clients get access to our comprehensive financial planning, tax planning, investment planning, and estate planning services, to help attain – and maintain – their wealth in retirement.

Gudorf Financial provides you with a fee-only, fiduciary financial planner in Dayton, Ohio. We can help you grow your wealth and live life on your terms today, while building a responsible plan for tomorrow.

Our Dayton, Ohio Financial Planner Services Include:

Income Planning Dayton, OH Gudorf Financial Group, LLC

Income Planning

When it comes to retirement planning, it’s important to determine whether all your sources of income will allow you to live the life you have in mind. 

Retirement Planning Dayton, OH Gudorf Financial Group, LLC

Retirement Planning

We’ll work together to build a sound financial plan that meets the goals and objectives you have for your retirement.

Tax Planning Dayton, OH Gudorf Financial Group, LLC

Tax Planning

Upon reviewing your tax return, our team will share our observations about how to efficiently lower your taxes in retirement. 

Social Security Dayton, OH Gudorf Financial Group, LLC

Social Security

Working with our team will allow you the opportunity to determine and maximize the Social Security benefits available to you during your retirement.

Medicare Planning Dayton, OH Gudorf Financial Group, LLC

Medicare Planning

Medicare coverage can be complex, but  we will work with you to make sure you make the right coverage decisions to make your financial plan a success. 

Estate Planning Dayton, OH Gudorf Financial Group, LLC

Estate Planning

We will conduct a comprehensive review of your current estate plan and make specific recommendations to accomplish your legacy and financial planning goals.

Retirement Planning Case Studies

(Note: These case studies are hypothetical, do not involve a Gudorf Financial client, and should not be construed as a guarantee.)


Case Study # 1

Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely...

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Case Study # 2

Dan devoted 35 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Laura...

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Case Study # 3

Having amassed wealth over the years as a government contractor, Carol started contemplating retirement. Her diverse portfolio includes 403(B) from her...

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Your money stays with established institutions you can trust:

Pershing Dayton, OH Gudorf Financial Group, LLC
Fidelity Investments Dayton, OH Gudorf Financial Group, LLC

Retire Ready Toolkit

What you Need to Get Ready for retirement

Our free Retire Ready Toolkit is designed to help you start to plan your retirement journey. In the guide you have everything you need to jump-start your retirement.

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