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 email@example.com, 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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Probate can be a completely public process, or it can be managed to include as little information as possible.
How to help determine life insurance needs to provide for your family after you pass away.
A change in your mindset during retirement may drive changes to your portfolio.
Ascertaining the value of your business is important for a variety of reasons.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?