David N. Gordon Email & Phone Number

You wake up each morning, work diligently while dealing with bureaucracy. You want to make the best choices in order to enjoy retirement.We live in a world of challenges. I help my clients plan their retirement and make the most well informed choices. Our services are designed to enable you avoid the pitfalls of the highly complex investment world. I have a fiduciary responsibility to help you make the decision that benefits you by guiding towards an optimal position to enjoy retirement with fewer worriesMy clients come to me when they:✔They need help choosing the correct pension option for their unique life situation✔They want to avoid irrevocable errors in the highly complex New York pension system✔They would like to decide when is the best time to begin taking their social security✔The want to allocate their investments to help sustain them throughout their retirementWithin just a few months of working together clients are frequently able to: 🎯 Feel at ease having a well thought out plan they can rely upon 🎯 Let go of worrying about making the wrong choices🎯 Feel comfortable knowing they made the most educated decision🎯 Rest easy knowing they are working with a fiduciary who always has their best interest in mind How can I come alongside you and help you navigate the complex world of pension options? You’re working in New York in the pension system. You’ve put in your time and are preparing for retirement. You have irrevocable decisions to make. We all get caught up in the daily grind. You spend the bulk of your time working to save for retirement-with not nearly enough focus planning for how your money will work for you in retirement. That’s where I come into play.I am here to help you make the right choices for your retirement income and savings options. If your goal is to be at ease, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs.Securities offered through Trustmont Financial Group, Inc. Member FINRA/SIPC. Investment advisory services offered through

Listed skills include Retirement, Strategic Financial Planning, Estate Planning, Investments, and 46 others.