Insurance & Financial Services Tailored to You
From protecting your family with the right life insurance policy to preparing your taxes and planning for retirement — Gordon Insurance & Tax brings trusted, licensed guidance to Savannah families and small businesses across Georgia, South Carolina, and North Carolina.
Coverage That Protects Your Family — and Builds Wealth
Life insurance is the foundation of any sound financial plan. Whether you need straightforward term coverage to protect your income, or a permanent policy that accumulates cash value over time, Gordon Insurance & Tax will help you find the right fit for your family's needs and budget.
Indexed Universal Life (IUL) policies are one of LaWanda's specialties. An IUL provides permanent death benefit protection while linking cash value growth to a market index — offering upside potential with built-in downside protection. It's a powerful tool for tax-advantaged wealth accumulation that many families never hear about.
- Term Life Insurance — affordable coverage for a set period, ideal for income replacement during your working years
- Whole Life Insurance — permanent coverage with guaranteed cash value growth and fixed premiums
- Indexed Universal Life (IUL) — market-linked growth, tax-advantaged cash accumulation, and lifelong protection
- Independent carrier comparison — we shop multiple carriers to find the best rate and terms for your age, health, and goals
- Free policy review — already have coverage? We'll review it to make sure it still fits where you are today
The Right Health Plan Without the Guesswork
Finding health insurance on your own means navigating dozens of plans, deductibles, networks, and premium tiers — often without knowing which ones will actually work for your doctors and prescriptions. LaWanda does that work for you.
As an independent advisor, she compares individual and family plans across multiple carriers to match you with coverage that fits both your healthcare needs and your monthly budget — without charging you anything for the guidance.
- Individual & family health plans — coverage for every stage of life, compared across top carriers
- Small business health coverage — group plan options for self-employed and small business owners in the Savannah area
- Open enrollment guidance — we walk you through deadlines, subsidy eligibility, and plan selection each year
- Carrier & network verification — we confirm your preferred doctors and medications are covered before you enroll
- No additional cost to you — our compensation comes from the carrier, not from your premium
Reliable Retirement Income — Planned the Right Way
Retirement planning isn't just about how much you save — it's about how those savings are protected and distributed over time. LaWanda helps Savannah clients structure retirement income that lasts, using annuity products and strategic 401K rollovers designed to minimize risk and tax exposure.
If you've recently changed jobs or retired and have a 401K that needs a new home, LaWanda can walk you through the rollover process step by step — making sure your money moves cleanly without unnecessary taxes or penalties.
- Fixed annuities — guaranteed interest rate with principal protection, ideal for conservative retirement income
- Fixed-indexed annuities — market-linked growth potential with no loss of principal, tax-deferred accumulation
- 401K rollover guidance — penalty-free transitions from old employer plans into IRAs or new rollover accounts
- Income rider options — guaranteed lifetime income streams so you never outlive your savings
- Plain-language education — surrender periods, withdrawal rules, and tax implications explained before you commit
Accurate Tax Prep — With Someone You Can Actually Reach
Tax season shouldn't be stressful, but between changing tax laws, deduction rules, and filing deadlines, it usually is. LaWanda prepares personal and small business returns accurately and thoroughly — and because she's also your insurance advisor, she understands how your financial picture fits together.
One advisor, two services. When your tax preparer also understands your insurance and retirement accounts, you get more complete guidance — not just a form filed, but a clearer view of your entire financial picture.
- Personal tax returns — W-2, 1099, investment income, self-employment, and more
- Small business tax returns — sole proprietors, LLCs, S-corps, and partnerships serving the Savannah area
- Deduction review — we identify credits and deductions that are commonly missed, especially for self-employed filers
- Year-round availability — questions don't only come up in April; LaWanda is reachable throughout the year
- In-person or remote filing — meet at the Savannah office or work remotely at your convenience