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How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning services
- Offers personalized investment strategies for clients
- Helps clients set and achieve their financial goals
- Regularly reviews and adjusts financial plans based on market changes
Facts and Insights
KAYSI GORDON FINANCIAL PLANNING is a highly reputable financial planning firm that has been serving clients for over 20 years. Their team of expert advisors have helped numerous clients achieve financial success through personalized and comprehensive financial planning services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
KAYSI GORDON FINANCIAL PLANNING works with a diverse range of clients, including individuals, families, and small business owners. They have the expertise to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
KAYSI GORDON FINANCIAL PLANNING operates on a fee-only structure, meaning they do not receive commissions for the products or services they recommend. This ensures that their clients’ best interests are always their top priority.
Background
The founder of KAYSI GORDON FINANCIAL PLANNING, Kaysi Gordon, is a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. She has built a strong team of advisors and together they have created a reputation for providing top-notch financial planning services.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to do their research and understand the potential risks involved. KAYSI GORDON FINANCIAL PLANNING is a registered investment advisor and has a clean record with the Securities and Exchange Commission (SEC). They are also required to disclose any conflicts of interest and fees to their clients.