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Retirement Planning for Individuals Over 50


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Why Gudorf Financial?

Not all financial advisors are created equal.

handshakeFiduciary Relationship

It only make sense to take advice from someone who is committed to acting in your best interest.

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

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:

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:

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.

The Ultimate Retire-Ready Toolkit

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