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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Don't let procrastination keep you from pursuing your financial dreams and goals.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There are things about Social Security that might surprise you.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Learning more about gold, and its history, may help you answer that question.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.