Gordon Brookhart

Gordon Brookhart - CFP®

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4501
Fax: (614)442-4690
E-mail: gbrookhart@columbusoh.nef.com


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 AND SERVICES 

 

§         Fixed Annuities

§         Variable Annuities

§         Charitable Giving Strategies

§         Disability Income Insurance

§         Estate Conservation Strategies

§         Education Funding Strategies

§         IRA Consolidation/Rollovers

§         Long-Term Care Insurance

§         Mortgage Protection (through life insurance and disability income insurance)

§         Medicare Supplement Coverage

§         Pension Payout Alternatives

§         Pension Transfer/Rollovers

§         Mutual Funds

§         Tax Sheltered Annuities, 403(b) Plans

§         Term Insurance

§         Universal Life Insurance

§         Variable Universal Life Insurance

§         Whole Life Insurance

        QUALIFICATIONS

§  Licensed to sell Life & Health Insurance in FL, OH

§     Registered to offer securities products in IN, FL, OH, SC

 

 PERSONAL

§ Resident of Westerville since 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 Columbus State Community College, Columbus, Ohio