Florida Retirement Planning
KG Financial & Tax
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.
KG Financial & Tax 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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Here For You
Meet The Advisor
Kerri Gordon
Founder & Financial Advisor
I’m Kerri Gordon, founder of Kerri Gordon Financial & Tax. For the past 15 years, I’ve helped individuals and families make informed financial decisions and prepare for a more confident retirement.
My practice focuses on retirement planning, IRA and 401(k) rollovers, retirement income strategies, life insurance solutions, and tax preparation. With a background that combines financial services and over 20 years of tax experience, I help clients understand how their financial and tax decisions work together.
I also have extensive experience working with public servants, including firefighters, police officers, and other government employees. I enjoy helping them navigate the unique retirement benefits, pension options, deferred compensation plans, and financial decisions that come with careers dedicated to serving their communities.
I believe financial planning shouldn’t be confusing or overwhelming. My goal is to simplify complex topics, provide clear information, and help clients make informed decisions that align with their goals and values.
I grew up in Indiana before moving to Cincinnati, Ohio, where I built my career and met my husband. In September 2025, we made the move to Florida and have enjoyed embracing the Sunshine State lifestyle while continuing to serve clients both locally and across multiple states.
When I’m not working with clients, I enjoy traveling, spending time with family and friends, and taking advantage of Florida’s beautiful coastal lifestyle.
I look forward to meeting you and sharing information that can help you better understand your retirement options and create a strategy for the future.
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Retirement Resources
Complimentary Educational Resources
Our Upcoming Events
Events in October–December 2026
- There are no events scheduled during these dates.
Our Downloads
Tax Planning Guide
After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.
Our Blog
National Financial Awareness Day: Understanding Its Significance
National Financial Awareness Day is an annual initiative, typically held in August, that educates the general public about investing. This [...]
Capital Gains Tax vs Income Tax – What’s the Big Difference?
Understanding the fundamentals of taxation, specifically income tax and capital gains tax, is crucial in financial planning. These taxation methods [...]
Rethinking the Million-Dollar Retirement Benchmark
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
