7814 South Pennsylvania Avenue

Oklahoma City, OK 73159

405-681-9633


     
Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money

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 jeff@gortonfinancialgroup.com, or call us at 405-681-9633.


In The News!

Below is a link to our recent Media & News articles. We have been featured in several online, news, and print publications pertaining to our services and retirement planning solutions. Click on the images to learn more.

 

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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For many, retirement includes contributing their time and talents to an organization in need.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator helps estimate your federal estate tax liability.

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Learn more about taxes, tax-favored investing, and tax strategies.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

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