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Your Retirement
Your Rules

Strategic guidance built around your goals, your timeline, and your financial future.

Proudly Serving Dallas and its Surrounding Communities Since 2000

Take the Assessment

What’s Your Wealth Score?

In two minutes, evaluate how your financial strategy performs across the five pillars of the Sue Gordon Retirement Strategies Wealth Strategy.

At the end of the assessment, you’ll be asked to provide your email so we can send you your score and results.

Know Your Numbers

Understand exactly where you stand financially.

Navigate Risk

Ensure your strategy can handle market shifts and life changes.

Efficient Tax Strategy

Structure your wealth to keep more of what you’ve worked hard to build.

Portfolio Optimization

Align your investments with your goals while managing unnecessary risk.

Plan Your Legacy

Make sure your wealth supports the people and causes you care about.

Begin Your Assessment

5 questions · Takes less than 2 minutes

Step 1 of 6

Know Your Numbers
Understand exactly where you stand financially.

Do you currently have a written financial strategy that brings your investments, taxes, and retirement goals together?(Required)

Analyzing Your Sue Gordon Retirement Strategies Wealth Strategy

We’re evaluating how your financial strategy performs across the five pillars of the Sue Gordon Retirement Strategies framework.

Estimated time: 20–30 seconds

  • Reviewing your financial position
  • Assessing your risk readiness
  • Evaluating tax efficiency opportunities
  • Analyzing portfolio alignment
  • Mapping your long-term legacy strategy

Retake Assessment

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Meet Sue Gordon

Founder and President | Investment Advisory Representative

For more than 25 years, Sue Gordon has been helping individuals, families, and retirees navigate retirement with greater confidence and peace of mind. As Founder and President of Sue Gordon Retirement Strategies, she is committed to providing personalized retirement planning solutions designed to help clients protect what they’ve worked hard to build while pursuing their long-term financial goals. Sue has built her practice on a foundation of integrity, transparency, and genuine care for the people she serves. Raised in Texas, she understands that retirement is about more than finances—it’s about creating a future that reflects each client’s unique goals, values, and vision for life. Sue takes pride in simplifying complex financial concepts and helping clients make informed decisions with clarity and confidence. Through a thoughtful planning process, she works closely with clients to develop customized suggestions focused on wealth preservation, income planning, risk management, and legacy considerations. Beyond work, Sue enjoys spending time with her children and grandchildren, embracing the outdoors, and staying active in her community. 

Insurance products and services are offered by Sue Gordon Retirement Strategies, LLC TX Insurance License # 1993643 and Karen Sue Gordon TX Insurance License # 999648.

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