We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
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.
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?
"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.
One conversation. That's all it takes to see that I LOVE working with my clients and I get excited helping them figure out their money situation. To help bring a little clarity and reassurance that you're taking the right steps and you're on track to protect your family and meet your goals.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.