Welcome to Gorton Financial Group, an Independent Retirement Financial Services Firm
The team at Gorton Financial Group has been serving clients in the Oklahoma area for over 30 years. We specialize in working with retirees, professionals nearing retirement, and high net worth investors.
Today’s markets are challenging and we believe that specializing allows us to meet our clients’ needs better. By focusing on the unique needs of retirees, we are able to keep them up-to-date on the many issues facing our clients and the changing tax-planning landscape. We take a prudent approach to long-term investing and emphasize conservative, secure investment strategies designed to deliver a comfortable retirement. Our conservative style helps assure the peace of mind of our clients.
We are proud to have built a practice based on trust, customer service, and prudent advice; we know how important your relationship with a trusted advisor is when markets slide. We are committed to becoming the lifelong trusted advisor for all our clients.
As an independent financial advisory firm, we are not tied to any one company or product and we do not have sales quotas. This allows us to focus on serving the unique needs of each individual client. We do not believe in one-size-fits-all planning and we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with our clients.
If you have any questions about planning or would like to schedule a time to discuss your retirement future, contact us at firstname.lastname@example.org, or call us at 405-681-9633.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding how capital gains are taxed may help you refine your investment strategies.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.