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Gordon F. Homes Jr. CLU®, ChFC®, CLTC, CFP®

Gordon F. Homes Jr. CLU®, ChFC®, CLTC, CFP®
 

Senior Financial Planner, Special Care Planner

Gordon Homes is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. He aims to help clients achieve lifelong financial freedom by building long-term working relationships based on mutual respect, ongoing education and comprehensive planning.

Prior to joining WestPoint Financial Group, Gordon spent 35 years with MetLife as a Financial Planner, emphasizing his work as a Special Care Planner.

He says, “My passion to serve is born out of my personal journey as a parent of a child with special needs. As a Special Needs Financial Planner, I help families who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.

A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning issues, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He is also active in local communities as a member of over 20 support networks in Indiana and Kentucky.

He is also member of several professional organizations, including the National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council of Indianapolis (EPCI), Lifetime member of Million Dollar Round Table (MDRT), and Financial Planning Association (FPA), where he served as President.