Chris focuses his wealth management practice in the areas of individual, business, retirement and insurance planning. His real passion is in helping clients gain control of their financial futures and developing strategies to meet their objectives. He combines a process driven approach with meaningful communication for practical implementation of his clients’ financial plans.
Lisa Berryman is part of the Chris Gordon team, she assists in scheduling and helps support the business. She is the first point of contact for any questions or scheduling needs.
Christopher J Gordon, Registered Investment Advisory Representative, Legacy Financial Group, LLC, holds FINRA Series 7 and 66 registrations. Investments offered to residents of CO, DC, DE, FL, MD, NC, NY, WA, SC & VA.
To find out more information
CG Services tab-You can find a list of Christopher Gordon's client services.
CG Client Service Roadmap-Click on this page to find out about the financial planning process Christopher Gordon takes with each of his new and current clients.
CG Educational classes- If you aren't sure about Retirement planning and would like to learn more, on this page, you can find information about classes that Christopher Gordon teaches on Retirement Planning at Anne Arundel Community College and Howard Community College.
CG Client Events- You can see some of the more personable services we provide our clients, which includes special events for clients throughout the year.
CG Contact Us / Schedule-If you would be interested in getting into contact to begin your financial journey, on this page, there is a form that you can fill out that will send an email directly to the Christopher Gordon team or you can give us a call.
Premier Services of Christopher Gordon, CRPC®
“We specialize in personalized financial planning for educated government employees and working professionals who need guidance to avoid the uncertainties of retirement.”
Retirement Income & Distribution Planning
Develop personalized retirement income plans to help clients avoid their biggest concern: outliving their money
Implementation of your income plan through tailored distribution strategies
Recommendations for optimizing distributions from employer retirement plans, IRAs, and taxable accounts
Teach local monthly educational classes covering important financial topics such as: retirement concerns and income, investment planning, tax planning, risk management, health care planning, Medicare, estate planning, and life planning
Incorporate an educational approach with clients through our ongoing planning process
Risk Management & Asset Protection Services
Analyze your current and future risk management needs (Life, Disability, and Long Term Care)
Develop an independent insurance needs analysis for income and legacy planning
Review investments and portfolio design to ensure goals, timelines, and risk tolerance are met.
Investment Planning & Oversight Services
Formalize an investment plan which includes: setting goals, identifying risks, and recommending portfolio structures designed for your specific needs and objectives
Review and advise on all aspects of your financial life including: major purchases, retirement plans, health and long term care planning, college plans, estate plans, taxes, and existing investment accounts
Ongoing monitoring of specific goals, objectives, and the implementation of any necessary plan changes
Tax Reduction Planning
Comprehensive review of your tax return to identify opportunities and strategies to reduce taxes
Active tax management techniques and strategies for any non-qualified investment accounts
Quarterly review of your tax position with planning to incorporate any new tax law changes
Family Wealth Legacy & Estate Planning
Analysis of your current estate plan and a complementary consultation with an attorney
Utilization of Charitable Trusts, Specials Needs Trust, and gifting considerations
Review and update beneficiarieson all accounts
Provide guidance and advice on the appropriate and necessary steps in the event of the death of a loved one
Client Services & Communication
Quarterly updates and review meetings
Quarterly statements with goal tracking and account aggregation capabilities
Monthly newsletters featuring relevant articles to keep you apprised of current planning options and important news
Timely response to any questions or concerns you have regarding financial matters
Special client appreciation events - fishing, golf, holiday parties, concerts, etc. (2 guests per client are welcome to join)
Behind the Scenes & Ongoing Services
Independent, expert advice in a fiduciary capacity
Independent and objective review of products and services in the marketplace
Exclusive access to institutional investment programs not available directly to individual investors
Access to world-class money managers
Ongoing evaluation of results and performance of professional money managers
Remain “in touch” with changes in global capital markets and communicate any significant events in an understandable and timely fashion
Make use of new research finding and technology to deliver as efficient an experience as possible
Close monitoring and control over investment costs and fees
Quarterly portfolio rebalancing to manage risk
To find the office in the building you will need to take the elevator /or stairs to the 3rd floor. When you arrive to the 3rd floor, take the left hallway and Suite 315 will be the first set of double doors on the left.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC
Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor.
The Cambridge Investment Research, Inc. Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, UT, VA, WA
Legacy Financial is an independent firm and is not affiliated with Cambridge Investment Research.