Gordon Brookhart - CFP^®

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client

PRODUCTS ANDSERVICES

• Fixed and Variable Annuities
• Charitable Giving Strategies
• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• Health Insurance
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Lump Sum Pension Distribution
• Managed Accounts
• Medicare Supplement Coverage
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Stocks & Bonds
• Tax Sheltered Annuities, 403(b) Plans
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Wealth Management Services
• Whole Life Insurance

QUALIFICATIONS

• Licensed to sell Life & Health Insurance in OH
• Licensed to sell Life Insurance in FL
• Registered to offer securities products in IN, FL, OH, SC

PERSONAL

• Resident of Westervillesince 1990
• Married to wife Tammy
• Father to Bryant, Bradley, Brent, and Brandon
• Hobbies: Enjoy being with family and running

ORGANIZATIONS

• Member of the Financial Planning Association (FPA) – 1982-2006
• Board Member of the FPA of Central Ohio– 1993-2000, 2003-2006
• Chapter President of the FPA of Central Ohio, 1997, 1998
• Adjunct Faculty at ColumbusStateCommunity College, Columbus, Ohio