30+ years helping company owners shelter hundreds of thousands in taxes in legitimate retirement plan and other wealth building devices.
All-weather investing style seeking absolute returns with low managable risk because business owners take all their risk in the operating business they manage
Gordon Asset Management, LLC We do three primary things:
1. wealth management, including investment advice for high net worth (HNW) and high income individuals, family trusts and charitable trusts.
2. ERISA Fiduciary services for 401(k) and other Defined Contribution retirement plans; investment services for cash balance pension plans; ...More
plan design expertise for HCEs wanting large tax deductions of up to $300,000/year.
3. Exit Planning for Private Business owners primarily intra-family or insider sale to key execs. 3rd part sales referred out to investment banking relationships
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All-weather investing style seeking absolute returns with low managable risk because business owners take all their risk in the operating business they manage