Meet Jeff and the Gorton Financial Group Team
Gorton Financial Group’s mission is to build strong relationships with our clients that are based on mutual trust, respect, and a total commitment to our clients. We aim to be your trusted financial guide, and to assist you in securing a better and safer future for yourself and your family.Learn More
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.
In the News
We can help take some of the mystery out of preparing for your financial future.Learn More
At Gorton Financial Group, we answer to you. Find out more about what that means.Learn More
Let us provide you with the guidance that can help you understand and better define your financial goals.Learn More
The History of Retirement
Do you know where the idea of “retirement” comes from?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Marriage changes everything, including your insurance needs.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When to start? Should I continue to work? How can I maximize my benefit?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Around the country, attitudes about retirement are shifting.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you explored all your options when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.