A message from Jordan
Welcome to Fusion Tax and Wealth Managment's Web site, where you can learn about our firm as well as review articles and presentations that I have published.
For those who are new to us, I also hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of Fusion Tax and Wealth Management's approach to comprehensive financial planning. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts concerning financial planning to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments around personal finance.
Jordan P. Gates, MSFS, CFP®, CLU, ChFC, CFS