R.R.GORDON ADVISORS LLC
MIAMI, FLORIDA

Insurance protects your wealth and minimizes the negative impact of premature death, disability, or long-term illness. As part of your advisory team, we will advise you on a wide range of independent insurance solutions. We will also help you implement essential protections for your family, and these include life, disability income, and long-term care insurance. During the initial consultations, we will determine your financial goals, challenges, and objectives, and then explain to you our investment philosophy. After that, we will create a strategy that suits your needs and make recommendations based on your financial condition and objectives. A critical first step towards achieving your financial goals, financial planning is at the center of our relationship with our clients. We believe you can meet your needs effectively through a proper financial planning process designed to help identify your progress in attaining your long-term goals, which includes your retirement. The planning process will serve as your roadmap and help you make informed decisions, allowing you to have better control of your finances and your future. R.R. Gordon Advisors will present a personal financial planning process and facilitate a conversation that aims to determine and prioritize your goals. Many of our clients are company owners or senior management officers in for-profit businesses, nonprofits, or municipalities. Due to the complexity of how retirement plans need be administered in today’s demanding regulatory environment, we have team of specialists who understand the most effective way to meet the planning needs of our business owner clients. Our retirement plan specialists assist Employee Retirement Income Security Act (ERISA) plan sponsors in key areas, which include the following:Review and Supervision of All Plan InvestmentsModified Participant Communication SolutionsUnderstanding, Examining, and Taking Inventory of Plan Fees and ExpensesRegular Review of the Service Providers and Platforms Offered. Where We Are?