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Gary Gorr's user avatar
Gary Gorr's user avatar
Gary Gorr's user avatar
Gary Gorr
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  • Member for 14 years, 1 month
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About
I have over 35 years of experience and I have obtained some of the highest professional accreditations available. Only the most qualified financial planners are allowed to use the CHFC designation. I am a proud member of Advocis and follow their code of conduct. I specialize in working with small closely held corporations, assisting them with all their Employee Benefits, Business Continuation and Estate Planning needs. Utilizing advanced tax strategies I helped business owners implement successful retirement plans while maximizing their estate value for their heirs. I focus on holistic financial planning, looking at retirement, protection, and income replacement needs giving clients’ peace of mind. •Values you can believe in... My philosophy: I am in business because of my customers and my focus will always be on serving them well. A commitment to ongoing service, fostering trust, dealing with integrity are the watchwords that guide my practice. I want to help my clients achieve better financial security for themselves and their families. They will gain peace of mind and confidence from knowing they are on the right track.
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