We help you MAKE SMART DECISIONS WITH YOUR MONEY. WHY CHOOSE US?We provide FEE-ONLY financial planning, which means we DO NOT TAKE COMMISSIONS. That means we have no incentive to sell you Investment A versus Investment B.Our PROFESSIONAL-TO-CLIENT ratio is TWICE THE INDUSTRY AVERAGE. Twice the number of experts are working on each client. Our fees are significantly below the industry average on larger portfolios. WHO DO WE WORK FOR?We work for our clients on a long-term, ongoing basis, not by the hour. We have special terms where we work for young professionals who are saving significant sums but who do not yet have investments. Although we do not work on an hourly basis, we do have a 2-hour "financial tune-up" consultation with two of our experienced planners, on an as-available basis. WHAT DO YOU GET?We are investment managers, and our approach includes comprehensive financial planning. We run retirement projections to see if you are on target for a comfortable retirement, or if savings need to increase. If you are retired, we run projections to give you guidance on how much you can spend. We monitor your tax position and recommend strategies for you to save on taxes. We analyze your estate planning, your college projections and strategies, your insurance (life, medical, and property and casualty), your cash flow, etc. We MEET personally with each client TWICE EACH YEAR: once to review investmentsand the second time to review their financial plan. IN BETWEEN these face-to-facemeetings, we MEET with our clients BY PHONE OR BY SKYPE AT LEAST TWICE each year. Specialties: investments, retirement planning, tax planning, estate planning, insurance analysis, college planning, cash flow analysis, fee only (no commissions)www.financial-security-adv.com.....phone: 913.385.5523, 8340 Mission Road, Suite 113, Prairie Village, KS 66206
Financial Security Advisors
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Financial AnalystFinancial Security Advisors Jun 2015 - PresentFocuses on retirement planning, social security, employment benefits, estate planning, insurance, college planning, and tax strategies related to those areas. Prepares college projections, life insurance analyses, and estate planning schedules. Reconciles all client investment accounts to our system, allowing us to provide accurate analyses. He oversees manual accounts, pensions and annuities.
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Operations AnalystFinancial Security Advisors Feb 2012 - Jun 2015Oversee operational and accounting functions, assist clients with paperwork, investment accounts, inquiries, schedule meetings, and interact with Schwab Institutional on behalf of clients.
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Claims DepartmentGreat American Financial Resources Aug 1998 - Jul 2008Cincinnati, Oh, Us
Marsy Gordon, 913.385.5523 Education Details
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Kansas State University
Frequently Asked Questions about Marsy Gordon, 913.385.5523
What company does Marsy Gordon, 913.385.5523 work for?
Marsy Gordon, 913.385.5523 works for Financial Security Advisors
What is Marsy Gordon, 913.385.5523's role at the current company?
Marsy Gordon, 913.385.5523's current role is Financial Analyst at Financial Security Advisors.
What schools did Marsy Gordon, 913.385.5523 attend?
Marsy Gordon, 913.385.5523 attended Kansas State University.
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