Licensed in GA, SC, NC & OH
Financial planning and insurance services, tailored to you
From protecting your family and planning for healthcare to retirement income and tax season, Gordon Financial Solutions brings licensed, personal guidance to clients in Georgia, South Carolina, North Carolina, and Ohio.
Protect your family
Life insurance & IULs
Coverage that protects your family and builds value
Life insurance is the foundation of a sound financial plan. Whether you need straightforward term coverage to protect your income or a permanent policy that builds cash value over time, LaWanda will help you find the right fit for your family and your budget.
Indexed universal life (IUL) is one of LaWanda’s specialties. An IUL pairs permanent death benefit protection with cash value growth linked to a market index, with built-in downside protection. It’s a tax-advantaged planning tool many families never hear about.
- Term life insurance. Affordable coverage for a set period, ideal for replacing income during your working years.
- Whole life insurance. Permanent coverage with guaranteed cash value growth and fixed premiums.
- Indexed universal life (IUL). Market-linked growth potential, tax-advantaged cash accumulation, and lifelong protection.
- Carrier comparison. We shop multiple carriers for the best rate and terms for your age, health, and goals.
- Free policy review. Already have coverage? We’ll make sure it still fits where you are today.
Compare carriers
Health insurance
The right health plan, without the guesswork
Finding health insurance on your own means sorting through plans, deductibles, networks, and premium tiers, often without knowing which will work with your doctors and prescriptions. LaWanda does that work for you.
She compares individual and family plans across multiple carriers to match you with coverage that fits your healthcare needs and your monthly budget, with no charge for the guidance.
- Individual and family plans. Coverage for every stage of life, compared across top carriers.
- Small-business coverage. Group plan options for self-employed people and small business owners.
- Open enrollment guidance. Deadlines, subsidy eligibility, and plan selection, explained every year.
- Network and prescription checks. We confirm your doctors and medications are covered before you enroll.
- No added cost to you. Our compensation comes from the carrier, not your premium.
- Licensed in GA, SC, NC & OHAdvising clients across four states
- Independent advisorWorking for you, not a single carrier
- Available when you callNo call centers, no runaround
- Free consultationsClear answers before you commit to anything
Retirement planning
Annuities & 401(k) rollovers
Reliable retirement income, planned the right way
Retirement planning isn’t only about how much you save. It’s about how those savings are protected and paid out over time. LaWanda helps clients structure retirement income that lasts, using annuities and well-timed 401(k) rollovers designed to manage risk and tax exposure.
If you’ve changed jobs or retired and have a 401(k) that needs a new home, LaWanda will walk you through the rollover step by step so your money moves cleanly, without unnecessary taxes or penalties.
- Fixed annuities. A guaranteed interest rate with principal protection for conservative retirement income.
- Fixed indexed annuities. Growth potential linked to a market index, with no loss of principal from market declines.
- 401(k) rollover guidance. Clean transitions from former employer plans into IRAs or other eligible accounts.
- Lifetime income options. Income riders designed so you don’t outlive your savings.
- Plain-language education. Surrender periods, withdrawal rules, and tax impact explained before you decide.
Personal & business
Tax preparation
Accurate tax prep from someone you can actually reach
Between changing tax rules, deductions, and deadlines, tax season is rarely relaxing. LaWanda prepares personal and small-business returns accurately and thoroughly, and because she’s also your insurance and retirement advisor, she understands how your whole financial picture fits together.
One advisor, the full picture. When your tax preparer also understands your insurance and retirement accounts, you get more complete guidance, not just a form filed.
- Personal returns. W-2, 1099, investment income, self-employment, and more.
- Small-business returns. Sole proprietors, LLCs, S corporations, and partnerships.
- Deduction review. Credits and deductions that are commonly missed, especially by self-employed filers.
- Year-round availability. Questions don’t only come up in April, and neither does LaWanda.
- In person or remote. Meet at the Savannah office or work together remotely.
For veterans and military families
Healthcare planning for retired veterans, spouses, and families
Military retirees often have more coverage options than they realize, and more rules about how those options work together. LaWanda takes time to understand your service history, current benefits, and family situation, then explains your choices in plain language.
Whether you’re approaching Medicare eligibility, supporting a spouse with different coverage needs, or helping a surviving spouse understand what continues, you’ll get patient, respectful guidance at a pace that works for your family.
We help you understand and plan around your coverage. We don’t file VA disability or benefit claims; for claims help, we’ll point you to an accredited Veterans Service Officer.
Gordon Financial Solutions is not affiliated with or endorsed by the U.S. Department of Veterans Affairs, TRICARE, the Department of Defense, or any government agency.
How LaWanda helps
- Benefit coordination review. How VA health care, TRICARE, and Medicare apply to your situation and work together.
- Spouse and dependent coverage. Health plan options for family members who may not share your eligibility.
- Coverage gap review. Prescriptions, dental, vision, and out-of-pocket costs your current benefits may not cover.
- Surviving spouse support. Reviewing health and life insurance after a loss, without pressure.
- Life insurance review. How existing military or VA life insurance fits with the rest of your plan.
Not sure which service you need? Let’s talk.
Many clients come in for one thing and leave with a clearer picture of several. A free consultation takes the guesswork out of what you need, and what you don’t.