Eugene C. Gordon

CEO, PensionQuote Inc. Nationally-recognized leader of IRS-allowed tax savings pension plans for the highly compensated and wealthy with a focus on asset protection.

Role: CEO at Pensionquote Inc
Location: Miami Beach, FL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Eugene C. Gordon

A known innovator and pioneer of Owner Leveraged Defined Benefit Plans, Insured Cash…

Experience

CEO
Pensionquote Inc
Jan 1988 — Present · US
PensionQuote Inc, a nationally recognized boutique firm known in the industry for their work in marketing, consulting, design, and third-party administrative services in advanced tax-leveraged retirement plans.Many Financial Advisors refer to these plans as,\'owner advocate\' plans, since the benefits are weighted toward high income business owners, multiple partner firms, doctors, lawyers, entrepreneurs, S-corps, closely held C-corps, and sole proprietors.

Skills

Pensions
Financial Modeling
Series 63
Public Speaking
Estate Planning
Executive Coaching
Retirement Planning
Financial Services
Investments
Compliance
Profit Sharing
Life Insurance
Finance
Marketing Strategy
Defined Contribution
401k
Insurance
Executive Administrative Assistance
Tax Law
Defined Benefit
Retirement
Financial Planning
Pension Funds
S Corporations
Wealth Management

Contact information

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Work email
•••••@pensionquote.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••47

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Current company

Pensionquote Inc

Financial Services · 4 employees · Founded 1990 · Coral Gables, Florida, United States

Our veteran team of Pension specialists, attorneys, and actuaries are specialists in Defined Benefit Cash Balance Plans, Split-Dollar Funded Plans, and more to help boost your retirement planning with greater flexibility and income tax deductions. All our plans receive a “Letter of Determination” from an IRS filing. PensionQuote® has proprietary, tax-advantaged solutions for high income business owners looking for significant tax savings to prepare for retirement. The tax advantages of qualified plans have generated renewed interest in customized retirement planning and our innovative techniques and designs lead the industry. That is why brokers, and financial advisors/consultants from many of the nation’s most prestigious insurance companies, brokerage firms, and Registered Investment Advisors (RIA) partner with us on these plans. LinkedIn Financial Disclaimer Posts, links, and reposts are not endorsements or recommendations. PensionQuote, Inc. and its representatives do not provide tax, investment, insurance, accounting, or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code of otherwise). Any statements contained herein were not written nor intended to be used for purposes of avoiding U.S. federal, state and local tax penalties. Clients must consult their own independent advisor as to any tax, accounting, or legal statements made herein.

pensionquote.com

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