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Life's Biggest Financial Decisions Deserve Thoughtful Planning.

I help individuals, families, and business owners make better financial decisions through comprehensive financial planning, retirement planning, tax-aware strategies, insurance planning, and estate coordination.
My goal is to help you understand your options so you can move forward with clarity and confidence.

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Better Financial Decisions Begin With Better Understanding

Photo of Gordon Haas smiling, wearing a blue shirt and blazer on a dark blue background

Better Financial Decisions Begin With Better Understanding

Good financial planning starts long before recommendations are made. It begins with thoughtful questions, a clear understanding of your financial picture, and a conversation about what matters most to you.

My background in engineering taught me to understand how systems work. Today, I bring that same mindset to financial planning. Retirement, investments, taxes, insurance, estate planning, and family priorities are all connected, and the strongest decisions come from seeing how the pieces fit together.

My role isn't simply to recommend strategies. It's to help you understand your options, evaluate the tradeoffs, and make informed financial decisions with clarity and confidence.

MY APPROACH

Understanding leads to clarity.
Clarity leads to confidence.

LEARN MORE ABOUT GORDON

Where Can I Help?

Whether you're preparing for retirement, protecting your family, growing your wealth,
or navigating a major life transition, thoughtful planning can help you make more informed financial decisions.

Retire with Confidence

Helping you make informed decisions about retirement income, Social Security, investments, taxes, and healthcare so you can retire with confidence.

Leave Your Legacy

Coordinating your financial and estate planning to help ensure your wishes are carried out and your loved ones are cared for.

Build Your Wealth

Building investment strategies that align with your long-term goals while considering risk, taxes, and your overall financial plan.

Navigate Taxes

Helping identify planning opportunities that may improve after-tax outcomes throughout every stage of life.

Protect Your Family

Reviewing your insurance needs and existing coverage to help protect the people and priorities that matter most.

Plan for Your Business

Helping entrepreneurs navigate retirement plans, succession planning, risk management, and long-term wealth strategies.

What You Can Expect

Financial planning is about more than recommendations.
It's about building understanding, making informed decisions, and having a trusted partner as life changes.

Thoughtful Questions

Every recommendation begins with understanding your goals, concerns, family, finances, and what matters most to you.

Clear Explanations

Financial concepts shouldn't feel overwhelming. My goal is to help you understand the "why" behind every recommendation.

Comprehensive Planning

Retirement, investments, taxes, insurance, and estate planning are all connected. We look at the complete picture, not just one piece.

Ongoing Guidance

Life changes, and your financial plan should evolve with it. We'll review, adjust, and continue planning together over time.

How We’ll Work Together

UNDERSTAND

We begin by learning about your goals, concerns, and financial picture.

Together we'll identify opportunities, priorities, and potential blind spots.

ORGANIZE

We'll develop thoughtful recommendations tailored to your goals.

PLAN

Life changes. We'll continue reviewing and adjusting your plan as your needs evolve.

ADAPT

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What Clients Are Saying

  • "I have always managed my money independently, but a few years back, I found myself with an abundance of questions and the need for some advice. I began working with Gordon, and from the get go, his common sense approach, depth of knowledge and easy mannerism, quickly made me realize that this was exactly what I needed to ensure that I was on track, after implementing some of his suggested adjustments. I feel like I am now prepared for retirement with Gordon’s continued guidance."

    — Gary S.

  • "Gordon Haas is someone who has truly found his calling as a financial planner. Gordon has been incredibly patient, thoughtful, and creative in helping me revisit and upgrade my life insurance. He didn’t just walk me through the process, he helped me almost double my coverage without increasing my cost. That’s not just something I appreciate today… it’s something I know my family will be deeply grateful for in the future. It’s rare to work with someone who combines deep expertise with genuine care, and Gordon does both effortlessly. If you’re thinking about your financial future, I can’t recommend him enough."

    — Adam C.

  • "Now that retirement is on the horizon, new financial decisions are in my near future, and I realized I needed guidance. Gordon listened to my concerns and my many, many questions, reviewed my portfolio, and very clearly described my options. There are so many choices, but Gordon drilled down to plans that best suited my current and future outlook. With his ongoing support, I am much more secure about my financial future, and my assets feel dynamic, not static. Very highly recommended."

    — Elizabeth S.

  • “I always resisted financial planning for retirement. I knew it was dumb, but it just made me nervous and so I avoided it. The first thing Gordy did to help was put me at ease. As corny as it sounds, you can just tell that he actually cares about you, that you are in good hands. Next, he is very patient. We would meet, I would ask tons of questions, Gordy would lay out options, then I would essentially avoid taking action until the next meeting. I felt like a kid who did not do his homework, but for Gordy it was all just information. He kept tweaking and through this process eventually came up with a plan that was tuned to me. I am now pretty relaxed about retirement which is really a gift. I would unequivocally recommend Gordy for any kind of financial advising!”

    — Clarke S.

GenRelational Wealth Podcast cover art with microphone and host name Gordon Haas, CFP. Tagline: roots of wisdom, branches of prosperity.

GenRelational Wealth™

the Podcast

Welcome to GenRelational Wealth, the podcast where financial planning meets timeless family wisdom.

Each episode brings you insightful conversations with seasoned professionals in various fields of retirement planning. We’ll look at numbers and delve into their stories. Discover the lessons our guests learned from their parents about money and explore how they are sharing that wisdom with the next generation.

Whether you are planning for your retirement years or shaping a financial legacy, GenRelational Wealth offers practical tips and heartfelt inspiration to help you navigate your own financial journey.

EPISODES