Indiana Retirement Planning
Asset Protection Financial Services
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Asset Protection Financial Services is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
John Gordon
President
John is the President of Asset Protection Financial Services, bringing more than 25 years of experience helping individuals navigate important financial decisions, including 401(k) conversions, IRA rollovers, and strategies designed to protect savings from market volatility.
Before entering the financial services industry, John attended Valdosta State College on a baseball scholarship and spent over three years playing professionally with the Baltimore Orioles organization. After his career in baseball, he redirected his focus toward helping others plan for a more secure financial future.
Today, John is dedicated to guiding clients toward retirement income strategies that emphasize stability, preservation, and long-term confidence. He works closely with each individual to help ensure their savings are structured to last, with a focus on minimizing risk while maintaining steady growth.
John is committed to helping his clients protect what they have worked hard to build. His approach prioritizes asset protection, dependable income, and preparation for life’s unexpected challenges, including healthcare and long-term care needs—so his clients can move forward with clarity and peace of mind.
Dallas Gordon
President
Dallas Gordon works alongside his father at Asset Protection Financial Services, bringing a fresh perspective and a strong foundation in technology to the firm. A graduate of Purdue University with a degree in Information Technology and a focus on IT security, Dallas plays an important role in helping the business operate efficiently in today’s digital environment.
After transitioning into the financial services industry, Dallas has developed a passion for working directly with clients and building meaningful relationships. He is dedicated to helping individuals find solutions tailored to their unique needs, with a focus on protecting savings and supporting long-term financial stability.
Dallas is committed to guiding clients toward strategies that emphasize safety, reliable income, and preparation for life’s unexpected challenges—so they can move forward with confidence and peace of mind.
Our Downloads
Stress Free Retirement
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