Why Gudorf Financial?
Not all financial advisors are created equal.
It only make sense to take advice from someone who is committed to acting in your best interest.
We offer objective financial advice we would be comfortable taking ourselves, with no commissions or products to push.
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
All We Do Is Retirement Planning
Gudorf Financial Group provides 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.
With the appropriate financial plan and guidance in place, you can:
- Understand and control your cash flow in retirement
- Align your personal financial goals with your retirement dreams
- Reduce taxable retirement income and take advantage of overlooked tax planning opportunities
- Create a smarter investment plan to build lasting wealth in retirement
- Manage retirement income more efficiently
- Preserve your legacy for the next generation
- Optimize your Social Security and Medicare benefits
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 Limitless Retirement Planning Services Include:
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.
We’ll work together to build a sound financial plan that meets the goals and objectives you have for your retirement.
Upon reviewing your tax return, our team will share our observations about how to efficiently lower your taxes in retirement.
Working with our team will allow you the opportunity to determine and maximize the Social Security benefits available to you during your retirement.
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.
We will conduct a comprehensive review of your current estate plan and make specific recommendations to accomplish your legacy and financial planning goals.