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Financial Planning and Tax Reduction Strategies

We create strategies that are tailored to your needs and goals.

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Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Investment Management and Behavioral Finance

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Beneficiary and Estate Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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What Is Important About Money To You?

Our mission is to get to know and understand your needs, wants, and long-term goals.

We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. 

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The Swing Vs. The Club

If you had the ability of the greatest golfer in the world to hit the ball in the hole or the set of clubs he’s been using, which would you choose?

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Dawn Gordon, CRPC® - President and Founder

"Empower and educate clients through a long term financial planning relationship".

For more than 30 years, Dawn Gordon has maintained a consistent passion for financial planning excellence fueled by a desire to better the lives of her clients.

Continued trust, confidence and confidentiality are the core tenants Dawn applies to her financial planning practice.

As a native resident of Las Vegas, Dawn continues to promote solid financial planning education though eagerly anticipated and professionally applauded financial planning seminars while continually achieving her firm’s highest honors.

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What is going on in your life that has you feeling you need a financial advisor?