​Who the Service Is For
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Pre-retirees (5–10 years from retirement)
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Recently retired individuals and couples
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Small business owners nearing exit or retirement
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Widows / divorcees navigating financial transitions
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Individuals seeking financial clarity without pressure
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What Makes This Different
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Complimentary and educational in nature
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No obligation to become a client
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Designed to empower informed decisions
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Focused on clarity, confidence, and understanding
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Personalized guidance, not generic content
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What The Service Is Not
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Not a sales seminar or Sunday morning infomercial selling annuities
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Not a one-size-fits-all solution
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Not a replacement for legal or tax advice
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Not limited to existing clients​​​​
The Retirement Resource Center is a complimentary service offering free financial education, advocacy, and literacy-based planning for pre-retirees, retirees, individuals, couples, and business owners in our community and beyond.
With over 20 years of experience, Gordon Margerum Jr. is an education-first, client-centered financial professional dedicated to helping individuals and families make confident, informed decisions about their future. As a certified Investment Advisor Representative, Principal, and Fiduciary, he is dedicated to serving in his clients’ best interests while providing clear, practical strategies for long-term success. The Retirement Resource Center was founded with a simple purpose: to empower and equip friends and families with the tools and knowledge needed to confidently navigate—and ultimately win—the money game that impacts everyone.
Core Services
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