Welcome to Gudorf Financial Gudorf, LLC, an independent, fee-only financial financial advisor
planning and investment management practice based in Dayton, Ohio.
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.
Featured in
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 Retirees Choose Gudorf Financial Group?
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.
Start With Your Free
Retirement Assessment
Get started in three easy steps:
Step #1
Get Your Free Retirement
Assessment
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
Advice
Hire us do the heavy lifting so you
can enjoy retirement!
The Limitless Retirement System
Lower Taxes | Invest Smarter | Maximize Retirement Income
As a Financial Planner All We Do Is Retirement Planning
Gudorf Financial Group provides independent, fee-only financial planning for people over 50 and their families. We help you make smarter retirement decisions, including how to plan for taxes, income, Social Security, Medicare, and the point when work becomes optional.
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. Our job is to help you retire with more clarity, fewer blind spots, and more confidence in the decisions that matter most.
Our Dayton, Ohio Financial Advisor Services Include:
Build a retirement income plan that helps you see what you can spend, where it comes from, and how long it can last.
See whether work is optional, what changes to make, and how to move into retirement with more confidence.
Find opportunities to lower taxes before and during retirement, so you keep more of what you’ve saved.
Decide when and how to claim Social Security in a way that fits your broader retirement plan.
Avoid costly Medicare mistakes and choose coverage that fits your healthcare needs and retirement budget.
Make sure your estate plan still matches your wishes, protects your family, and works with the rest of your financial plan.
Retirement Planning Case Studies
See the kinds of tax, income, and retirement decisions we help clients think through every day.
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...
Already 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...
What Clients Say About Working With Gudorf Financial
Gudorf Financial Group, LLC has not provided any compensation for the client testimonials shown. We have solicited these testimonials but have not influenced their content. To our knowledge, no other conflicts of interest exist regarding these testimonials.
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.
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.
Privacy policy: We hate SPAM and promise to keep your email safe