File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

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.

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

 

Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

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We're Different

At Gorton Financial Group, we answer to you. Find out more about what that means.

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Investment Strategies

Let us provide you with the guidance that can help you understand and better define your financial goals.

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