Category: Las Vegas Financial Advisor

As an independent adviser prioritizing our clients’ needs over profits, we dedicate our efforts to selecting investments that best serve our clients’ interests. To support this commitment, we have chosen Fidelity Clearing and Custody Solutions (FCCS) as the independent custodian for our clients’ assets. This collaboration with Fidelity ensures the safety and security of these assets, leveraging their extensive experience in asset safeguarding. Our clients benefit from receiving independent reporting directly from Fidelity, along with the convenience of accessing their accounts anytime and anywhere, either by phone or through Fidelity’s client portal, ensuring transparency and ease of management.

At Dawn Gordon Financial Advisors, we’ve developed The Rewarding Life Program™ to help you lead a fulfilling life by aligning your financial planning with your true aspirations. This program is ideal for fun, intelligent, and active individuals who are committed to planning their life and future, care about others, and are open to new ideas. Our experience with hundreds of clients has shown that while many have financial products and some planning in place, they lack a comprehensive plan that reflects their genuine life goals. This often leads to insufficient funds in retirement, stress, and unfulfilled ambitions. By focusing on what matters most to you and building a plan around these core values, The Rewarding Life Program™ significantly increases your chances of financial sufficiency, peace of mind, and achieving your personal life goals.