Broker Check

Our Mission

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. 

Our Philosophy

Gorton Financial Group offers comprehensive financial advisory services to you, your family and your business. We assist pre-retirees and retirees by developing strategies designed to protect, preserve, and create wealth, while maximizing their income during retirement. Our estate planning services focus on maximizing the transferability of your assets and ensuring that your legacy is safe. All our services are completely personalized and are based on your dreams, objectives, and values.

While most financial service firms attempt to be all things to all people, we believe that our clients are best served by specialists with years of experience, expertise in a niche, and an abiding commitment to the total customer experience.

At Gorton Financial Group, we emphasize customer education and work hard to keep our clients updated and informed. Our planning process always begins the same way: by listening and learning about our clients, their families, and their dreams, goals, and vision for the future. We understand that no client is the same and we tailor our services and strategies to meet the unique needs of each client.

Once we understand our clients’ needs, objectives, and financial circumstances, we can begin to educate them about their options and alternatives, and to assist them in implementing strategies that will get them to where they want to go in life.

Our Duty

At Gorton Financial Group, our investment advisor representatives are held to a strict fiduciary duty, meaning we are required by law to act in the best interest of our clients in that capacity. Thus we have a fiduciary responsibility to our clients.

Our firm is committed to your priorities being our priorities. Some financial advisors and insurance representatives are held to a suitability standard for non-retirement accounts, meaning they only must recommend what is suitable for the client and not necessarily what is in their best interest. The fiduciary duty is the highest standard of accountability in the financial services industry. We choose to work with a Registered Investment Advisor because their licensing and restrictions benefit and protect you, the investor.

Disclosure

Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.