Retirement Wealth Resources, Inc. | Fiduciary Advisors, LLC
About
Retirement planning specialists with expertise in investment management, tax preparation, estate planning and healthcare planning.
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William Gordon, CFP® is registered with and securities are offered through Kovack Securities, Inc., Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Fort Lauderdale, FL 33308. (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. Retirement Wealth Resources/Fiduciary Advisors is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
My job is more than just managing money or providing financial advice. It's about helping people transition to retirement and get the most out of it while achieving financial independence. It's what we do to help our clients and become a partner in their lives.
As I reflect on my 31 years as a financial professional, I realize it's the relationships that matter most. It's getting to know your customers and have an impact on their lives. It's what makes me feel good after a long day. It keeps me excited about my work.
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Frequently asked questions
What is your typical process for working with a new customer?
1) Meeting with them to determine their needs and/or goals.
2) Determining a followup date.
3) Meeting a second time to discuss an action plan toward fulfilling their goals.