Gudorf Financial Group, LLC
2024-10-21T19:07:51.351Z
Simply put, we chose Gudorf Financial Group because of their expertise in both retirement planning AND execution. Having successfully saved and invested to build our retirement assets and now approaching full retirement and eligibility for both Social Security and IRA withdrawals, we needed professional guidance to navigate the transition of our mindset and our behavior from 'save & grow' to ‘withdraw & protect.’After months of due diligence, including meetings with several other investment advisors, we came to realize that of all the experts we considered, only Gudorf Financial and its affiliated entities offered a one-stop-shop for the comprehensive advice and full suite of services we wanted. Gudorf’s financial planners, Danny & Allison, have been thorough and professional in our in-person meetings and email correspondence. They have a clear understanding of our current goals and future needs, and with the support of their entire team, will manage the assets we worked so hard to build while also taking into account Social Security, taxes, Medicare and other insurance needs, as well as our inheritance and philanthropic goals. Gudorf Financial is much more than just a financial planning / wealth management firm – they are our trusted partner in ensuring that ALL the retirement-related decisions we're making are aligned and well-informed.Chris and Lisa Rismiller