Welcome to Gudorf Management, an independent, fee-only financial
planning and investment management practice based in Atlanta, Georgia.
We help people over 50 grow their wealth faster so they can make work
optional sooner.
Our mission is to support you in building a fulfilling, financially secure life.
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I’m Danny Gudorf Founder of Gudorf Financial Group LLC
Danny is founder and financial planner at Gudorf Financial Group LLC. The firm launched in 2012 with a focus on retirement & tax planning for people over age 50.
The purpose of Gudorf Financial is to help our clients integrate investment planning, tax planning, financial planning, and estate planning together in a Multi-Client Family Office.
Good financial planning is so much more than a roadmap to monetary success; it’s a philosophy of how to live well. I’m here to create purpose – for both my clients and myself. To do good, and do well.
Free Retirement Assessment
Do you wonder if you’re on track for a healthy retirement? Our Free Retirement Assessment will provide insight into key areas and give you recommendations to ensure your retirement is a comfortable one. The Retirement Reality Check is designed to answer three questions that are crucial for a secure retirement:
- Are you on track for retirement?
- Can you lower your taxes?
- Can you improve your investments?
Freedom to live a different path
I’m on this path with you. I’m not interested in helping you become wealthy if it takes a toll on your happiness. I don’t want to see you chase dollars at the expense of your relationships, your health, and your spirit.
Let’s find out what we’re playing for first – and then build your finances to support what really matters (and grow your net worth along the way).
Why Gudorf Financial?
Not all financial advisors are created equal.
Fiduciary Relationship
We operate in a fiduciary capacity and are obligated to act in your best interest in every circumstance
Fiduciary Relationship
We always strive to work with your best interests in mind by developing a clear understanding of your goals, both personal and financial.
Fee-Only Financial Advisor
We offer objective financial advice we would be comfortable taking ourselves, with no commissions or products to push.
Fee-Only Advisor
With no commissions or products to push, our recommendations and strategies are developed entirely for you and your personalized objectives.
CFP® Professional
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net
Independent Allies
As an independent firm, we work directly with you - aligning your interests with every solution and recommendation brought to the table.
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.)
WORK OPTIONAL
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...
RETIRED
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...
NEARING RETIREMENT
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...
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 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.
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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