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 firstname.lastname@example.org, 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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
For homeowners who think their property taxes are too high, there are ways to appeal.
There are common mistakes you can avoid when saving for retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The decision whether to buy or rent a home may have long-term implications.
It's easy to let investments accumulate like the junk in a junk drawer.